Plate market this week (2022030720220311)
Power equipment and new energy sector: fell 0.56% last week, ranking third in terms of rise and fall, stronger than the market. Last week, the photovoltaic index rose higher, and the industrial control automation rose lower. The photovoltaic index fell 1.05%, the energy storage index fell 2.68%, the lithium battery index fell 4.18%, the wind power index fell 4.40%, the nuclear power index fell 4.52%, the new energy vehicle index fell 4.68%, and the industrial control automation index fell 5.22%.
New energy vehicles: the sales volume of new forces in vehicle manufacturing is strong, and the Byd Company Limited(002594) Dynasty has made another good achievement
In February, the sales volume of new energy vehicles reached 334000, an increase of 184.3% at the same time. In terms of penetration, the retail penetration of new energy vehicles in China in February was 21.8%, an increase of 13.7 PCT year-on-year Byd Company Limited(002594) sales lead, and Nezha rushed into the camp of new forces in the front line. In February, Byd Company Limited(002594) sold 86669 new energy vehicles, an increase of 751.3%, accounting for 31.8% of the total sales in February; Among the new forces, the sales volume of Nezha reached 18126, surpassing Weilai and joining the front-line camp. In February, the loading volume of China Shipbuilding Industry Group Power Co.Ltd(600482) battery was 13.7gwh, with a year-on-year increase of 145.1% and a month on month decrease of 15.5%, maintaining a high growth rate year on year.
New energy power generation: Nantong 7.65gw sea breeze plan was released, and the double carbon goal was firmly promoted
Recently, the National Energy Administration announced the construction and operation of photovoltaic power generation in 2021. The data show that the newly added grid connected capacity in 2021 is 54.88gw, an increase of 39% at the same time. Among them, 25.60gw is newly added in centralized, and the top three provinces are Hubei (2.27gw), Hebei (2.13gw) and Shaanxi (2.09gw); 29.28gw is newly added in distributed, and the top three are Shandong (8.67gw), Hebei (5.17gw) and Henan (3.59gw). Recently, Nantong, Jiangsu Province released the “14th five year plan” for marine economic development, pointing out that the cumulative installed capacity of sea breeze will be 7.65gw by 2025.
Industrial control and power equipment: the industrial industry continued to see good results, and the industrial Siasun Robot&Automation Co.Ltd(300024) output increased year-on-year
The investment logic of industrial enterprises downstream of industrial control is PMI – industrial enterprise profit – inventory. From November 2021 to February 2022, the PMI index remained above the boom and bust line, and the PMI index reached 50.2% in February. PMI index continues to pick up, indicating that the downstream demand of industrial control is picking up, which is expected to drive the growth of demand for upstream industrial control products.
Focus this week:
For the sake of ‘ Longi Green Energy Technology Co.Ltd(601012) yes.
Risk tips:
The epidemic situation exceeded the expectation of the industry, and the price continued to decline for a longer time than expected.
