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oil price continues to soar oil and gas stocks can't survive many stocks have suggested risks
In early trading on Wednesday, the oil and gas sector fell sharply. As of press time, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) led the decline, Tong Petrotech Corp(300164) , Landocean Energy Services Co.Ltd(300157) , Renzhi shares and Deshi shares fell one after another. In fact, the oil price of the A-share sector has fluctuated, but the oil price has started to fall one after another Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) Monday fell more than 3%, ending the seventh consecutive board.
On March 8, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) replied to the letter of concern of Shenzhen Stock Exchange, saying that although the international crude oil price continued to rise, most of the service items of the company's main customers in 2021 were still settled at the price after the price reduction in 2020. At present, except that the settlement price of oil and water well overhaul and other businesses has returned to the normal level since September 2021, the settlement price of other business items of the company has not been restored. Therefore, the impact of the recent rise in international oil prices on the company's future performance remains uncertain. At the same time, the motor equipment used in the company's main oil service business mainly uses gasoline and diesel as the power fuel, and the rising price of refined oil will partially increase the operating cost.
Previously, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) had warned of risks, the company's fundamentals had not changed significantly, and the recent rise of share price had deviated from the company's fundamentals.
Tong Petrotech Corp(300164) has also announced that high oil prices will stimulate oil companies to have more power to increase capital expenditure on oil and gas exploration and development, which will have a positive impact on the business development of oil service companies. However, there is uncertainty about whether capital expenditure can be increased in the end and its impact on the company's future performance.
green power sector rose strongly Shenyang Jinshan Energy Co.Ltd(600396) , Yunnan Energy Investment Co.Ltd(002053) and other trading limits Shanghai Electric Power Co.Ltd(600021) and other higher
The green power sector rose strongly on the 9th. As of press time, Shenyang Jinshan Energy Co.Ltd(600396) , Yunnan Energy Investment Co.Ltd(002053) , Zhonglu.Co.Ltd(600818) , Ningbo Shimao Energy Co.Ltd(605028) and other trading limits, Shanghai Electric Power Co.Ltd(600021) , Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) , Jilin Electric Power Co.Ltd(000875) and other gains were higher
Everbright Securities Company Limited(601788) said that under the background of accelerating the construction of new power system, the investment in power grid increased during the 14th Five Year Plan period, and there were great opportunities for structural investment in some fields. Suggestions: 1) UHV and Gil: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Beijing Sifang Automation Co.Ltd(601126) , Tbea Co.Ltd(600089) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ; 2) Grid side energy storage: Yunnan Wenshan Electric Power Co.Ltd(600995) , China Southern Power Grid technology, Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Guangzhou Zhiguang Electric Co.Ltd(002169) , Sieyuan Electric Co.Ltd(002028) , Beijing Sifang Automation Co.Ltd(601126) ; 3) Smart meter: Hangzhou Sunrise Technology Co.Ltd(300360) , Acrel Co.Ltd(300286) , Jiangsu Linyang Energy Co.Ltd(601222) , Hexing Electrical Co.Ltd(603556) , Beijing Yupont Electric Power Technology Co.Ltd(688597) ; 4) Energy saving transformer: Yunlu shares, Advanced Technology & Materials Co.Ltd(000969) , Jiangsu Yangdian Science & Technology Co.Ltd(301012) , State Grid Yingda Co.Ltd(600517) ; 5) Intelligent monitoring and maintenance of power grid: Hangzhou Kelin Electric Co.Ltd(688611) , Zhiyang Innovation Technology Co.Ltd(688191) , Hangzhou Shenhao Technology Co.Ltd(300853) , Yijiahe Technology Co.Ltd(603666) , China Southern Power Grid technology.
Anhui Conch Cement Company Limited(600585) haotou 50 billion cross-border photovoltaic layout these three main lines or take the lead in a big rebound
On March 9, the PV concept rose in intraday shock. As of press time, Shenzhen Ruihe Construction Decoration Co.Ltd(002620) , Ningbo Shimao Energy Co.Ltd(605028) , Clenergy(Xiamen)Technology Co.Ltd(603628) and other five stocks rose by the limit, and Shanghai Nenghui Technology Co.Ltd(301046) , Tongling shares and other stocks led the rise. In terms of news, on March 8, Anhui Conch Cement Company Limited(600585) announced that 5 billion yuan will be invested in the development of photovoltaic power stations, energy storage projects and other businesses this year to realize the full coverage of photovoltaic power generation in subordinate factories; It is estimated that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1 GW and the annual power generation capacity will be 1 billion kwh.
In fact, the company did something last year. In August 2021, Anhui Conch Cement Company Limited(600585) acquired 100% equity of Anhui Conch new energy Co., Ltd. for a consideration of 443 million yuan. The company said that the above investment plan is the goal formulated under the company's "14th five year plan" business development strategy.
The data show that in 2021, the installed capacity of renewable energy power generation in China historically exceeded 1 billion kw, the installed capacity of wind power and photovoltaic power generation both exceeded 300 million KW, the installed capacity of offshore wind power ranked first in the world, and the annual power generation capacity of new energy exceeded 1 trillion kWh for the first time.
Chuancai Securities believes that the recent rise in international crude oil prices has deepened the concerns of Western European countries about energy security. The German Ministry of economy has proposed a new draft legislation, which will achieve 100% renewable energy supply and give up fossil fuels by 2035. This goal is five years ahead of 2040 mentioned last year, which is expected to drive the export of China's photovoltaic products and boost the prosperity of China's photovoltaic industry.
China Galaxy Securities Co.Ltd(601881) Securities said that the photovoltaic industry embraces the silicon price reduction cycle, the industrial chain price will gradually return to a reasonable range, and is optimistic about the three main lines of "inverter, integration and auxiliary materials".
coal sector is active again Pingdingshan Tianan Coal Mining Co.Ltd(601666) and others are rising. The national development and Reform Commission emphasizes increasing the release of high-quality coal production capacity
On the 9th day of the 9th day, the coal sector sector of the coal sector on the 9th day of the 9th day of the 9th day of the 9th day of the 9th day of the 9th day when the coal sector once again strengthened again. As of the press release, Pingdingshan Tianan Coal Mining Co.Ltd(601666) 66\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\the.
In terms of news, the national development and Reform Commission issued a document on March 9, saying that in 2022, affected by many factors, the international energy supply situation is more severe and complex, energy prices are rising and reaching new highs. At the same time, China's coal consumption is growing rapidly, forming a new challenge to maintaining the supply and price of coal.
The national development and Reform Commission has established the basic national conditions of giving priority to coal, and recently held several special meetings on the inter ministerial coordination mechanism for the guarantee of coal, electricity, oil and gas transportation. Focusing on the work of stabilizing and increasing coal production, the national development and Reform Commission has studied the extension of supply guarantee policies and other relevant measures with relevant member units and relevant regions. At the same time, it has further sorted out the coal mines with potential to increase production and explored the introduction of new policies and measures to increase production and guarantee supply.
In the next step, the national development and Reform Commission will work with relevant departments, major coal producing areas and key enterprises to continue to strengthen work, improve the coal production, supply, storage and marketing system from the aspects of promoting formalities handling and strengthening emergency reserves, further release high-quality coal production capacity, strengthen coal production scheduling, and strive to stabilize the national daily coal output at more than 12 million tons to ensure reasonable production capacity Sufficient output, smooth transportation and sales, and safe supply.
Recently, the national development and Reform Commission issued the notice on further improving the coal market price formation mechanism. The notice specifies that the medium and long-term transaction price of underground coal (5500 kcal) in Qinhuangdao port is 570770 yuan per ton (including tax). At the same time, the notice emphasizes the need to improve the price transmission mechanism of coal and electricity, and encourages the medium and long-term power contract to set the on Grid price to be linked with the medium and long-term price of coal; In addition, we should improve the coal price regulation mechanism, mainly by improving the supply and demand regulation capacity of the coal market, strengthening the expected management of the coal market and strengthening the supervision measures of the coal power market.
Capital Securities pointed out that since late January, the coal price has risen too fast due to the tight supply and the impact of international coal prices. The implementation of the long-term association's coal contract has not reached the expected level. At the same time, the operating pressure of the power plant is huge. The national development and Reform Commission has intensively issued policies to prevent the coal price from rising too fast and control the coal price to operate within a reasonable range. For the market coal The pit mouth and port prices of Changxie coal have conducted price guidance respectively. The core is to control the rapid rise of coal prices and transmit them to the downstream. Recently, the market has generated emotional panic about the policy adjustment of coal prices. The combination of policies is mainly to correct the deviation. The rapid rise of prices exceeds a reasonable level. The main reason for the price rise is that the short-term constraints on the supply side still exist, In particular, the international coal price is rising due to the superposition of changes in the external international situation. Under the strong regulation of the policy, the coal price is expected to remain at a high level within the reasonable price range. The prices of pits and ports in the first quarter are higher than those in the same period of the last three years. The coal enterprises still have sufficient profit space, and the valuation of high-quality thermal coal is still low, Continue to be optimistic about the long-term investment value of the industry.
2 month penetration rate of new energy vehicles reached 21.8% agency said it was expected to maintain high growth (with shares)
According to the passenger Federation, the wholesale sales of new energy passenger vehicles reached 317000 in February, with a year-on-year increase of 189.1% and a month on month decrease of 24.1%, which is less than that in previous years. In February, the retail sales volume of new energy passenger vehicles reached 272000, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%. The month on month decrease is smaller than the trend in February over the years. The association said that at present, the growth of China's auto market is facing great environmental pressure. The wholesale penetration rate of new energy vehicles was 19% in January, but the sales volume of new energy vehicles still reached 320000 in February, with a year-on-year increase of 190% and a penetration rate of 21.8%. The reason is also the growth differentiation of the auto market. Traditional oil-fired vehicles grew steadily, but new energy vehicles grew at a high speed.
Anxin Securities pointed out that passenger car sales in February were excellent, and the penetration rate of new energy reached 21.8%. New energy vehicles are expected to maintain high growth and traditional vehicles usher in recovery. In terms of new energy vehicles, the decline in subsidies and the rise in raw material prices have led to the rise in the prices of some models. At present, the overall terminal demand continues to be strong. It is estimated that the sales volume of new energy passenger vehicles is expected to reach 5.65 million in 22 years (including 4.18 million pure electric vehicles and 1.47 million plug-in hybrid vehicles). In terms of traditional cars, the shortage of chips has eased compared with last year. With the continuous launch of new products by car enterprises, the demand has ushered in the release, the inventory cycle is expected to continue to improve, and the traditional passenger cars are expected to usher in a recovery.
Recently, the price of raw materials has continued to rise Everbright Securities Company Limited(601788) pointed out that it is optimistic about the prospect of continuous release of electric vehicle 2C demand. It is expected that auto enterprises are still expected to hedge policy fluctuations and rising cost pressure by retaining orders, time limit price protection, and comprehensive adjustment of price and equity, so as to drive the steady release of new orders; Among them, high-end pure electric vehicles, plug-in hybrid or market segments with strong certainty of sales growth, it is expected that production capacity, supply chain and logistics are still the leading factors affecting the climbing. According to the agency, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars is expected to be 5-5.5 million in 2022e, and it is optimistic about car companies with strong model product cycle (chip supply mitigation, strong sales volume and profit elasticity), continuous increase of new energy penetration / clear and clear promotion path of intelligent electrification. In the passenger car sector, traditional car companies recommend Great Wall Motor Company Limited(601633) , Geely Automobile, suggest paying attention to Byd Company Limited(002594) , new forces recommend Tesla, and suggest paying attention to the ideal for a long time.
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TCL will hold the spring new product launch of QD Mini led at 19:30 on March 9, and is expected to release a new TV series. QD Mini LED is the mini LED technology using quantum dot technology.
It is understood that the volume of quantum Mini LED is only 1 / 40 of the height of traditional LED light-emitting elements, and there is no need to emit light through the lens, and there is no need to fix the LED on the panel through components. It can make more LED light-emitting elements arranged on the extremely thin panel, and ultra finely control the densely arranged led to prevent the problem of floodlight.
Guosheng Securities pointed out that since Apple launched its first miniled product in 2021, up to now, Apple's 12.9-inch iPad pro and 14 and 16 inch MacBook Pro have adopted Mini LED screens. As Apple's leading position accelerated the penetration of miniled technology, Samsung, Sony, LG, ASUS and other manufacturers launched their own miniled TVs, laptops, monitors and other products at the CES consumer electronics Festival, which ended in January. At present, the miniled backlight scheme has entered an explosive period. It is expected that more relevant products will appear in 2022. It is considered that in this process, we need to pay attention to relevant companies with scale and technical advantages in China's relevant industrial chains.
Citic Securities Company Limited(600030) it is estimated that the backlight will accelerate in 2022, and the penetration rate will exceed that of direct display. By 2024, the penetration rate of mini backlight TV / Laptop / pad / vehicle / E-sports display is expected to reach 15% / 20% / 10% / 10% / 18% respectively. Optimistic about the development opportunities of China Taiwan and mainland manufacturers in the field of Mini/Micro LED, the revolutionary changes brought by Mini/Micro LED technology to display area and the growth opportunities brought by the LED industry chain.
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