Core view
Market review: last week, the power equipment sector closed at 108339 points, down 0.6%. The Shanghai Composite Index closed at 3309.7 points, down 4.0%; Shenzhen Component Index closed at 124474 points, down 4.4%; Gem closed at 2665.5 points, down 3.0%. Among the sub sections, photovoltaic equipment rose by 2.4%, and wind power equipment fell the most, reaching 4.8%. Among the wind industry indexes, the photovoltaic index had the smallest decline of 1.0%; The wind power index fell the most, at 4.4%. In terms of .
Industry chain price tracking: in terms of photovoltaic industry chain price, silicon wafer price is still high this week. The price of polysilicon material this week is 249 yuan / kg, which remains unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 166 silicon wafers were 5.50 and 5.45 yuan / piece respectively, which remained unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 182 silicon wafers were 6.65 and 6.66 yuan / piece respectively, up 0.10 yuan / piece and 0.16 yuan / piece respectively from last week, up 1.53% and 2.46% respectively. The price of single crystal perc166 first and second-line is 1.11 and 1.10 yuan / W, which remains unchanged compared with last week. The weekly average price of metallic silicon was 2805 yuan / ton, an increase of 076 yuan / ton or 2.78% compared with the previous week.
Industry news: Foryou Corporation(002906) won the bid for Huaneng Luquan District photovoltaic power generation project; French enterprise carbo plans to build 5GW photovoltaic module factory; Hefei Research Institute of Chinese Academy of Sciences proposed a new strategy to improve the photoelectric conversion efficiency of perovskite solar cells.
Announcement of key companies: Xizi Jieneng increased its capital to Zhejiang Guoxin Equity Investment Co., Ltd; Jingke energy disclosed the pre bid winning of photovoltaic modules Shenzhen Topraysolar Co.Ltd(002218) issue the confirmation of the wholly-owned subsidiary's obtaining the filing of photovoltaic power generation project Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) release the 2021 annual performance express Tongwei Co.Ltd(600438) released the operating data from January to February 2022, and realized a net profit attributable to the parent company of about 3.3 billion yuan, an increase of 650% year-on-year.
Investment suggestion: focus on photovoltaic diamond line: Henan Hengxing Science & Technology Co.Ltd(002132) ( Henan Hengxing Science & Technology Co.Ltd(002132) . SZ); Offshore wind power submarine cable: Baosheng Science And Technology Innovation Co.Ltd(600973) ( Baosheng Science And Technology Innovation Co.Ltd(600973) . SH); Silicon carbide substrate: Roshow Technoiogy Co.Ltd(002617) ( Roshow Technoiogy Co.Ltd(002617) . SZ); Hydrogen energy: Hongda Xingye Co.Ltd(002002) ( Hongda Xingye Co.Ltd(002002) . SZ).
Risk warning: the sales of new products are less than expected; Industry competition intensifies risks.
