Last week’s stock market
Power equipment and new energy sector: it fell 7.37% last week, ranking 28th in terms of rise and fall, weaker than the market. In terms of sub sectors, industrial control automation fell the least last week, and the energy storage index fell the most.
New energy vehicles: Weilai has improved its product matrix and is firmly optimistic about plate adjustment
Weilai has improved the product matrix, and the sales volume is expected to break through. Weilai’s product strategy is highly consistent with that of Tesla. They both implement the strategy of price belt from high to low, start with high-end models, set the luxury brand image, and seize the market in large quantities for middle-end models. High quality models disperse the “dark cloud of sales” and compete for the market share of class B vehicles. Weilai et5 has strong product power and will further seize the class B fuel vehicle market after its launch. Considering that the average monthly sales of competitive models Xiaopeng P7, Byd Company Limited(002594) Han and Tesla Model 3 in November is about 10000, we expect the monthly sales of et5 to reach about 10000 in the future, significantly driving the overall sales of Weilai.
New energy power generation: Regulations on the management of grid connected power operation and measures for the management of power auxiliary services were revised and issued
The national energy administration is responsible for formulating and promulgating the price of power auxiliary services, supervising and inspecting the charging standards of various auxiliary services. According to preliminary statistics, at this stage, the cost of auxiliary services including peak shaving accounts for about 1.5% of the total electricity charge of the whole society. For preliminary consideration, the dispatched offices can determine the specific types and price standards of auxiliary services in combination with the actual conditions of various regions, and report them to the National Energy Administration for implementation.
Industrial control and power equipment: PMI returns above the boom and bust line, and the new power system brings structural investment opportunities
The distribution network side is an important link of power grid investment in the 14th five year plan. With the implementation of carbon peak and carbon neutralization goals, the installed capacity of renewable energy power generation continues to grow. With the large proportion of new energy access, the demand for power grid investment and construction will remain high. In addition, with the continuous strengthening of the backbone grid, microgrid and distributed energy system relying on distributed new energy power generation, integrated energy management optimization also have great development potential. During the “14th five year plan” period, the power grid investment is expected to remain high, with emphasis on the distribution network side.
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
Hunan Zhongke Electric Co.Ltd(300035) : it is recommended that the production capacity expand rapidly and is expected to jump to the first-line negative electrode manufacturer
Beijing Easpring Material Technology Co.Ltd(300073) : recommend, join hands with SK, Sanyuan leader to develop global business
Shanghai Holystar Information Technology Co.Ltd(688330) : recommended, the trend of intelligent distribution network is clear, and the company’s market development continues to advance
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 industrial competition
