Current investment tips:
The EU issued a bill to gradually get rid of its dependence on Russian energy. In March 2022, the European Commission issued the joint action plan on cheap, safe and sustainable energy in Europe against the background of high energy prices and violent fluctuations in Europe and the continuous conflict between Russia and Ukraine. According to the action plan released this time, the European Commission plans to reduce its dependence on Russian natural gas by two-thirds by the end of 2022 and gradually get rid of its dependence on Russian energy imports by 2030.
The EU imports a lot of fossil energy, and Russia is the largest importer of natural gas in the EU. According to the data of Eurostat, in 2020, the shares of coal, oil (excluding biofuels) and natural gas in the final energy consumption in the EU were 2%, 35% and 22% respectively, with a total of 59% from fossil energy. In 2020, the import proportion of natural gas and oil will be 83.6% and 97.0% respectively. According to the data of UN COMTRADE database and European Commission, in 2020, Russian natural gas accounted for 36.8% of imports, and liquefied natural gas accounted for 15.5%. In 2021, Russian gas accounted for 45.3% of EU natural gas imports, making it the largest importer of EU.
Increase gas storage capacity in the short term and accelerate the development of photovoltaic power generation in the long term. It is planned to introduce a legislative proposal on minimum natural gas storage by April and complete the target of 90% of gas storage capacity by October 1 this year; Coordinate the natural gas filling project through joint procurement, order collection and supply-demand matching. In the long run, only by unswervingly developing clean energy power generation can we effectively solve the dependence of European countries on fossil energy. The EU’s plan proposes (1) to increase more roof Cecep Solar Energy Co.Ltd(000591) battery panels, heat pumps and energy-saving measures to reduce dependence on fossil fuels; (2) Develop decarbonization industry, accelerate the transformation of energy structure to electrification and renewable hydrogen energy, and improve low-carbon manufacturing capacity; (3) Accelerate the approval of renewable energy projects; (4) The production target of biogas is doubled, and it is planned to produce 3.5 billion cubic meters of biogas every year by 2030; (5) Diversify natural gas supply sources and cooperate with international partners to decouple from Russian natural gas and invest in necessary infrastructure in the process; (6) Use hydrogen accelerators to develop infrastructure, storage facilities and ports, and replace the demand for Russian natural gas by using 10 million tons of renewable hydrogen imported from different channels and 5 million tons of locally produced renewable hydrogen.
The European energy strategy has been adjusted, the global photovoltaic industry has accelerated, and the photovoltaic equipment industry has ushered in new opportunities for development. According to the latest energy strategy of the European Commission, solar power Europe proposes that under optimistic circumstances, the EU is expected to achieve the total installed capacity of 1 tw (1000gw) Cecep Solar Energy Co.Ltd(000591) power generation in 2030, and the European photovoltaic market has great potential in the next 10 years. The accelerated development of global photovoltaic will drive the continuous expansion of photovoltaic production capacity in all links, and photovoltaic equipment will usher in the superposition opportunities of new business cycles and new technological trends.
First, focus on the key links of photovoltaic equipment and focus on the key market share of photovoltaic products. At the same time, focus on the cutting-edge photovoltaic equipment companies with rich new technology reserves and strong product matrix extension ability. Recommend Qingdao Gaoce Technology Co.Ltd(688556) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) . It is suggested to pay attention to Jiangyin Haida Rubber And Plastic Co.Ltd(300320) , Wuhan Dr Laser Technology Corp.Ltd(300776) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Suzhou Maxwell Technologies Co.Ltd(300751) , Shuangliang Eco-Energy Systems Co.Ltd(600481) , Wuxi Autowell Technology Co.Ltd(688516) , Yingkou Jinchen Machinery Co.Ltd(603396) , J.S.Corrugating Machinery Co.Ltd(000821) , etc.
Risk tips: the risk of industry installed capacity falling short of expectations, the risk of intensified competition in overseas markets, and the risk of price fluctuation in the industrial chain.
