This week (December 20 – December 24), the energy storage concept plate went down as a whole. The 10 enterprises that the reporter of Huaxia times focused on monitoring fell in an all-round way. Among them, Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Tianqi Lithium Corporation(002466) fell by more than 10% in the week, 11.42%, 11.07% and 14.98% respectively.
On December 24, the stock price of Contemporary Amperex Technology Co.Limited(300750) fell by 7.28%, and the market value evaporated 105.6 billion yuan.
The East Money Information Co.Ltd(300059) energy storage concept plate fell by 4.87% as a whole this week, with a total turnover of 431.716 billion yuan and a turnover rate of 14.29%.
Contemporary Amperex Technology Co.Limited(300750) fell 11.42%
Recently, Contemporary Amperex Technology Co.Limited(300750) has been in constant shock. After rising 1.75% last week, Contemporary Amperex Technology Co.Limited(300750) plunged 11.42% this week. Compared with the total market value of 1.52 trillion last Friday, the market value of Contemporary Amperex Technology Co.Limited(300750) at the close of this Friday was 1.34 trillion yuan, and the market value evaporated by 180 billion yuan. Among them, on December 24, the share price of Contemporary Amperex Technology Co.Limited(300750) fell 7.28% to 576.8 yuan / share, and the market value evaporated 105.6 billion compared with the previous trading day.
Some analysts attributed the sharp decline of Contemporary Amperex Technology Co.Limited(300750) to four bad news: first, the media reported that Xiaopeng automobile, one of the three major suppliers of Contemporary Amperex Technology Co.Limited(300750) , plans to introduce AVIC lithium battery to reduce the supply share of Contemporary Amperex Technology Co.Limited(300750) . Second, zhongkehai sodium has reached cooperation with China Three Gorges Renewables (Group) Co.Ltd(600905) , Three Gorges capital and Fuyang Municipal People’s Government of Anhui Province to jointly build the world’s first large-scale production line of sodium ion batteries. The market believes that sodium ion batteries may have a certain impact on the lithium ion battery market. Third, the Qinghai Tibet scientific research has found a huge lithium ore belt with a length of about 4000 kilometers, which may alleviate the situation of lithium shortage. Fourth, the city is worried that the vehicle manufacturers cannot afford the price rise of lithium carbonate and the decline of subsidies.
Contemporary Amperex Technology Co.Limited(300750) since the share price hit a record high of 692 yuan / share on December 3, it has continued to decline. There have been four sharp falls in the trading day of the month, with a cumulative decline of nearly 15%. From the recent trend of block trading platform, there have been 10 block transactions in Contemporary Amperex Technology Co.Limited(300750) since December, of which the lowest transaction price is only 488.2 yuan / share.
Dongfang Electric Corporation Limited(600875) successfully issued the country’s first carbon neutral bond for advanced equipment manufacturing industry on December 23, and the funds raised were specially used to support the Fengguang energy storage comprehensive energy project of affiliated enterprises and promote the green and low-carbon development of energy.
Ganfeng Lithium Co.Ltd(002460) disclosed the progress of its subsidiary Shanghai Ganfeng’s tender offer for bacanora company involving mining right investment, saying that the Mexican government has approved the tender offer. So far, more than 75% of bacanora’s shareholders have accepted the tender offer.
As for the trend of individual stocks, the trend of Contemporary Amperex Technology Co.Limited(300750) this week is similar to that of Eve Energy Co.Ltd(300014) . The decline continues on Monday and Tuesday, there is a correction on Wednesday and Thursday, and there is a heavy decline on Friday. This week Tianqi Lithium Corporation(002466) 5 trading days were falling, with a cumulative decline of 14.98%.
Contemporary Amperex Technology Co.Limited(300750) the total turnover this week was 41.582 billion yuan, with a turnover rate of 3.39%. The main net outflow was 1005.09 million yuan, including 1133.96 million yuan for super large orders and 128.86 million yuan for large orders.
many places plan to introduce policies to promote the construction of new energy storage
Recently, the development and Reform Commission of Haining City, Zhejiang Province issued the implementation opinions on accelerating the development of new energy storage (Exposure Draft), which proposed to support and guide the new energy storage to realize the full life cycle operation through the market. During the transition period, capacity compensation will be given to peak shaving projects with annual utilization hours not less than 600 hours and subject to unified dispatching, and the subsidy period is tentatively 3 years.
The development and Reform Commission of Jinan City, Shandong Province issued the 14th five year plan for the development of new and renewable energy in Jinan (Draft for comments). Ten key tasks are proposed in the exposure draft, of which the fifth and sixth are “scientifically promoting pumped storage projects” and “accelerating the construction of new power grid”, and the new key energy storage project is 909mw.
Jilin Provincial Energy Bureau issued the notice on matters related to the construction scale of the first batch of wind power and Cecep Solar Energy Co.Ltd(000591) power generation projects in 2021. According to the notice, the construction scale of new wind power and Guangyou power generation projects in Jilin Province in 2021 will be 9.2 million KW, which will be issued in two batches.
On December 21, the development and Reform Commission of Hebei Province announced the 2021 power source network load storage integration and multi energy complementarity pilot project in Hebei Province. It is proposed to arrange 11 pilot projects, including 6 source network load storage integration projects and 5 multi energy complementarity projects, with a total energy storage of 1026.5mw/1851.3mwh. State power investment, Tbea Co.Ltd(600089) Xinjiang new energy, State Grid, China Resources Power and other enterprises were shortlisted.
In terms of research and reporting, Huaxin Securities believes that the energy storage market is expected to develop rapidly thanks to the promotion of carbon neutralization goal, supporting wind power generation, supporting power grid services and user power demand. Energy storage will be a historical opportunity for lithium battery enterprises and the horizontal extension of their industrial chain, and a super outlet for the relay power battery investment feast.
Meanwhile, Huaxin securities also believes that hydrogen fuel cell, as Beijing Dynamic Power Co.Ltd(600405) in the field of new energy vehicles, is an important supplement to lithium batteries in the future. In the short term, hydrogen fuel cell is in the industrial introduction period, and its long-term application prospect is very broad. It is an emerging field worthy of high attention in the medium and long term.
(Huaxia times)
