Last week’s stock market
Power equipment and new energy sector: it fell 1.38% last week, ranking 19th in terms of rise and fall, weaker than the market. In terms of sub sectors, the nuclear power index rose the most last week and the new energy vehicle index rose the least.
New energy vehicles: Volkswagen split the battery department. Shenzhen plans to reach 50 billion yuan in hydrogen energy industry in 25 years
On December 9, the chief executive officer of Volkswagen Group, DIS, said that Volkswagen was ready to sell or list its battery department independently. According to dis’s estimation, Volkswagen’s battery department could achieve sales of 20 billion euros in 2030. Recently, Volkswagen MEB China’s performance has warmed up. The sales volume of ID series exceeded 10000 continuously from September to November. In November, the total sales volume of Id family was 14167, an increase of 11.24% month on month.
Shenzhen plans to achieve a hydrogen energy output value of 50 billion yuan in 25 years and 200 billion yuan in 35 years. It will promote the demonstration operation through innovative capacity-building and industrial chain development: it is expected that there will be no less than 1000 demonstration fuel cell vehicles, no less than 10 hydrogen refueling stations, no less than 100 sets of distributed energy, cogeneration and standby power applications, 1-3 hydrogen energy ships At least 100 hydrogen energy UAVs. We are firmly optimistic about the recent correction of the plate. On the one hand, the plate will have high certainty and high growth. The sales volume of new energy vehicles is expected to continue to increase in December, and the sales volume may exceed 5 million next year; On the other hand, the midstream profit is expected to increase after price transmission.
New energy power generation: the wind turbine installed capacity data was released in November, and the opinion draft on old fan transformation was released
Recently, the National Energy Administration released the national power industry statistics from January to November. Among them, in November, the newly installed capacity of wind power project was 5.51gw, with a cumulative installed capacity of 24.7gw, a cumulative year-on-year increase of 0.3%; The newly installed capacity of photovoltaic project is 5.52gw, with a cumulative installed capacity of 34.83gw, a cumulative year-on-year increase of 34.5%; Among them, the newly installed capacity of household PV from January to November was 16.49gw, an increase of 6.36gw over the same period last year.
Industrial control and power equipment: structural opportunities brought by new power systems
During the “14th five year plan” period of China Southern Power Grid and State Grid, 670 billion yuan and 350 billion US dollars will be invested in power grid construction respectively. The investment scale of the two power grids during the “14th five year plan” is significantly higher than that in the “13th five year plan”. In the “14th five year plan” investment, the proportion of power grid investment in distribution network side has increased significantly, and UHV construction is still the focus, which meets the needs of new power system focusing on new energy power generation.
This week’s view
Kbc Corporation Ltd(688598) : recommended, high increase in thermal field shipment, forward-looking layout, hydrogen energy application
Arctech Solar Holding Co.Ltd(688408) : recommended, reverse the bottom, accelerate the development of the global tracking support leader
Farasis Energy (Gan Zhou) Co.Ltd(688567) : recommendation, revenue performance inflection point is approaching, continuous recommendation
Beijing Easpring Material Technology Co.Ltd(300073) : recommend, join hands with SK, Sanyuan leader to develop global business
Shanghai Moons’ Electric Co.Ltd(603728) : recommended, with high performance growth, it is expected to enter the stage of accelerated development
Risk statement
The global epidemic lasted longer than expected, the policy did not meet expectations, and the price fell more than expected due to the intensification of industry competition.
