A combination of core recommended combinations of core recomrecomrecomrecomrecomrecomrecomrecomrecomrecomportfolio of the following combination of the following combination of the combination of the following: followingthe Ming Yang Smart Energy Group Limited(601615) of the\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Hangzhou First Applied Material Co.Ltd(603806) , Trina Solar Co.Ltd(688599) , Titan Wind Energy (Suzhou) Co.Ltd(002531)
New energy power generation:
Photovoltaic: focus on promoting the construction of 450gw scenery base project in 2022; In January, the grid connection of new energy exceeded 12gw, the prosperity of the industry continued to improve, and household photovoltaic is expected to continue to grow rapidly. According to the 2022 government work report, China will orderly promote the carbon peak and carbon neutralization work, and promote the planning and construction of large-scale wind power bases and their supporting regulatory power sources. According to the introduction of director He of the national development and Reform Commission during the interview of the “Ministerial channel”, China plans to build 450gw large-scale wind power photovoltaic bases in deserts, Gobi and wilderness, so as to promote the realization of double carbon goals. According to the national energy administration, in January 2022, the installed capacity of China’s new scenery exceeded 12gw, which is close to the installed capacity in the first quarter of 2021. We expect that the high growth of installed capacity will mainly benefit from the rapid development of distributed photovoltaic + the increase of land wind installed demand. It is recommended to pay attention to polysilicon materials and battery faucets Tongwei Co.Ltd(600438) ; Component faucet Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) ; Large silicon chip faucet Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ; Inverter taps Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; Photovoltaic auxiliary materials: Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; Jiangsu Akcome Science And Technology Co.Ltd(002610) , Suzhou Maxwell Technologies Co.Ltd(300751) , Shenzhen S.C New Energy Technology Corporation(300724) , Risen Energy Co.Ltd(300118) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ; Operation of photovoltaic power station: Jinko Power Technology Co.Ltd(601778) , Cecep Solar Energy Co.Ltd(000591) , Jiangsu Linyang Energy Co.Ltd(601222) .
Wind power: Shandong: Haifeng plans a total of 35gw, and 2gw will be connected to the grid in 2022; Fujian: 6 sea breeze projects totaling 1.88gw were included in the list of key projects in Fujian Province in 2022. According to the guiding opinions on energy work of the whole province in 2022 issued by Shandong Provincial Energy Bureau, Shandong Provincial offshore wind power development plan will be organized and implemented, with a total scale of 35gw. At the same time, the development of plant sites in the sea areas under the jurisdiction of Bozhong and the south of the peninsula will be fully started, with a construction scale of more than 5GW and a grid connection of about 2gw. At the same time, 7.6gw plant sites will be included in the national far-reaching offshore wind power planning. According to the list of provincial key projects in 2022 released by Fujian Provincial Development and Reform Commission, there are 6 sea breeze projects, with a total of 1.88gw. Recommend Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Ming Yang Smart Energy Group Limited(601615) and parts enterprises with high performance Titan Wind Energy (Suzhou) Co.Ltd(002531) , Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , Shandong Shuangyi Technology Co.Ltd(300690) , Jinlei Technology Co.Ltd(300443) , Riyue Heavy Industry Co.Ltd(603218) .
New energy vehicles: “lithium resource guarantee and power battery recycling” have become the hot spots of the proposals of the two sessions; The sales volume of new energy vehicles of major Chinese auto enterprises and major European countries was released in February; The global power battery installation pattern shuffled significantly in January, and Chinese manufacturers accelerated their penetration. “Lithium resource guarantee”, “power battery recycling” and “power exchange standard construction” are the most frequently mentioned keywords in the field of new energy vehicles during the two sessions Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun and other representatives mentioned that lithium cobalt resources have important strategic significance, and China’s resource development should be accelerated to ensure the security of the supply chain. From the perspective of resource recovery, Gree Electric Appliances Inc.Of Zhuhai(000651) chairman Dong Mingzhu mentioned the need to standardize the recycling standards of lithium batteries and ensure the safety of the whole process of power batteries from delivery, use to recycling. The chairman of Geely Group suggested to strengthen the construction of electric vehicle power exchange system and called on car enterprises and battery manufacturers to promote power exchange standards. China’s major auto companies announced February sales. 6131 Weilai vehicles, 8414 ideal vehicles, 6225 Xiaopeng vehicles, 7117 Nezha vehicles and 3435 Zero run vehicles Byd Company Limited(002594) 88283 vehicles. The above-mentioned six auto enterprises have a total of about 120000 vehicles, with a year-on-year increase of + 839% and a month on month increase of – 19%. Considering the objective impact of the Spring Festival holiday, we believe that the data is in line with the expectation and maintain the expectation of 6 million vehicles in the whole year. Seven major European countries announced February sales: total sales of 139800 vehicles, a month on month increase of + 23%. On the whole, the European market performed strongly and maintained a high prosperity. In January, the installed capacity of global power batteries was 25.7gwh, with a year-on-year increase of + 87% and a month on month increase of – 41%. In terms of market share, the pattern reshuffle is obvious. In January, a total of six Chinese battery factories entered the top ten list in the world. Byd Company Limited(002594) , AVIC lithium battery and Eve Energy Co.Ltd(300014) made great progress, ranking second / fifth / tenth in the world for the first time. Among the recommended areas, recommendations include the recommendations of the ‘ Contemporary Amperex Technology Co.Limited(300750) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\;, Cngr Advanced Material Co.Ltd(300919) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Dynanonic Co.Ltd(300769) , Yunnan Energy New Material Co.Ltd(002812) , etc.
Risk tip: the installed demand of new energy is less than expected, the new energy power generation policy is less than expected, and the macro-economy is less than expected.
