Core view
Market review: last week, the power equipment sector closed at 108173 points, down 0.2%. The Shanghai Composite Index closed at 325107 points, down 1.77%; Shenzhen Component Index closed at 1232865 points, down 0.95%; Gem closed at 271379 points, up 1.81%. In the sector of lithium new energy vehicles, lithium negative electrode rose by 2.7%, lithium electrolyte rose by 1.6%, lithium positive electrode rose by 1.6%, lithium battery rose by 0.9%, battery diaphragm rose by 0.4%, new energy vehicles fell by 0.1% and energy metals fell by 0.1%. The top five increases in the industry were, Jiangsu Azure Corporation(002245) up 19.08%, Shenzhen Senior Technology Material Co.Ltd(300568) up 15.48%, Shenzhen Kedali Industry Co.Ltd(002850) up 14.65%, Guangzhou Great Power Energy&Technology Co.Ltd(300438) up 14.56%, Ningbo Ronbay New Energy Technology Co.Ltd(688005) up 12.4%.
Industrial chain price tracking: 364500 yuan / ton of ternary cathode material type 532 and 372500 yuan / ton of ternary cathode material type 622, the same as last week. Ternary cathode material 811411500 yuan / ton, up 4000 yuan / ton, or 0.98%, and cathode material lithium iron phosphate 168000 yuan / ton, the same as last week. 55500 yuan / ton of high-end natural graphite and 38500 yuan / ton of middle-end natural graphite of negative electrode material. Wet diaphragm: 7 μ M2 yuan / m2, wet diaphragm: 9 μ m1. 43 yuan / m2, the same as last week.
Industry news: Contemporary Amperex Technology Co.Limited(300750) : North America plans to invest US $5 billion to build a plant with an annual capacity of 80gwh; Zero run automobile officially submitted its listing application to the Hong Kong Stock Exchange; BMW and Qualcomm will provide automatic driving platforms to third parties Sunwoda Electronic Co.Ltd(300207) invested 8 billion yuan to build a 20gwh power battery and energy storage battery production base; Hyundai built a factory in Indonesia to produce the country’s first electric vehicle.
Announcement of key companies: Eve Energy Co.Ltd(300014) : the number of shares repurchased is 710000, accounting for 0.04% of the total share capital of the company Jiangsu Azure Corporation(002245) : the net profit attributable to the parent company in 2021 was 674 million yuan, an increase of 142.50% at the same time Beijing Easpring Material Technology Co.Ltd(300073) : in the 2021 annual performance express, the net profit attributable to the parent company was 824 million yuan, an increase of 238.37% at the same time Shenzhen Dynanonic Co.Ltd(300769) : in 2021, the net profit attributable to the parent company was 800 million yuan, an increase of 291898% at the same time.
Investment suggestion: it is suggested to pay attention to the integration of energy storage system and cell: Shenzhen Desay Battery Technology Co.Ltd(000049) ( Shenzhen Desay Battery Technology Co.Ltd(000049) . SZ)
Risk warning: the sales of new products are less than expected; Industry competition intensifies; The cost of raw materials has risen.
