1-2 bidding 39.9gw, with a high increase in the release of bidding projects in 22 years. According to the statistics of gaixi consulting, in February 2022, the bidding volume of photovoltaic projects was 9.62gw, a month on month decrease of 68.22% and a year-on-year decrease of 28.88%. In 2022, the cumulative bidding volume of photovoltaic projects was 39.9gw, a year-on-year increase of 55.53%. In terms of winning the bid, the scalar in the 2 moonlight volt project was 2.20gw, up 289.9% month on month and 516.67% year-on-year. Among them, the scalar in the distributed / ground power station / annual procurement was 1.16/2.42/4.11gw respectively, and the cumulative scalar in 22 years was 10.79gw, up 166% year-on-year. According to some bid winning information, the bid winning price of components decreased slightly compared with January. As of March 5, 2022, the unit price of distributed ≥ 540W double-sided double glass components is 1.96 yuan / W, and the unit price of annual procurement ≥ 540W double-sided double glass components is 1.85-1.89 yuan / W. In February, the EPC price was still in a downward trend, of which the ground power station and distributed power station were 3.58/4.15 yuan / watt respectively, down 0.18/0.27 yuan / watt compared with the average price of the previous month. 2. The bid winning data of moonlight volt rose sharply, and the release of module bidding projects from January to February exploded. It is expected that the demand for photovoltaic in the whole year of 22 years will be strong. Recommended Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) . SZ), Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) . SZ), Flat Glass Group Co.Ltd(601865) ( Flat Glass Group Co.Ltd(601865) . SH), Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ( Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) . SH).
China’s electric vehicle sales still maintained a high growth year-on-year, and the electric vehicle industry chain continued to develop in a high boom. In the middle of February, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles still maintained high growth, and continued to be optimistic about the development of electric vehicle industry chain. According to the data of China Automobile Association, the production and sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles reached 368000 and 334000 respectively in mid February of 22 years, with a year-on-year increase of 197.5% and 184.3%, and a month on month decrease of 18.6% and 22.6% respectively. From the perspective of segment models, the production and sales of new energy passenger vehicles in February were 354000 and 321000 respectively, with a year-on-year increase of 195.0% and 182.2% respectively, and a month on month decrease of 19.0% and 23.4% respectively; The production and sales of new energy commercial vehicles were 15000 and 13000 respectively, with a year-on-year increase of 274.6% and 251.3% respectively. The output decreased by 6.9% and the sales increased by 1.8% month on month. Recommended Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ), Guangzhou Tinci Materials Technology Co.Ltd(002709) ( Guangzhou Tinci Materials Technology Co.Ltd(002709) . SZ), Shenzhen Kedali Industry Co.Ltd(002850) ( Shenzhen Kedali Industry Co.Ltd(002850) . SZ), Guangdong Jiayuan Technology Co.Ltd(688388) ( Guangdong Jiayuan Technology Co.Ltd(688388) . SH).
The market share of China’s complete machine manufacturers has further increased, and we are optimistic about the future development of the wind power industry. According to the latest data released by Bloomberg new energy finance, the new hoisting capacity of wind power in China reached 55.8gw in 2021, a year-on-year decrease of 3%; Among them, onshore wind power increased by 41.6gw, a year-on-year decrease of 23%, and offshore wind power increased by 14.2gw, a year-on-year increase of 351%. From the perspective of the new hoisting capacity of complete machine manufacturers in the Chinese market, the top three complete machine manufacturers are Xinjiang Goldwind Science And Technology Co.Ltd(002202) , prospective energy and Zhejiang Windey Co.Ltd(300772) , and the Chinese market share in 2021 is 20% / 14% / 14% respectively; The new hoisting capacity of foreign complete machine manufacturers in China decreased by 50% year-on-year, of which the total market share of Siemens COMESA, Vestas and Ge was 2%. Under the trend of large-scale wind turbines, the economy of land wind projects continues to improve, and sea wind is expected to realize parity Internet access in 22 years, which is optimistic about the demand of the wind power industry in the 14th five year plan. Recommend Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) . SH), Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) . SZ), etc.
Risk tips: policy risk, increased market competition and other risks, supply chain shortage risk, etc.
