A combination of core recommended combinations of core recomrecomrecomrecomrecomrecomrecomrecomrecomrecomportfolio of the following combination of the following combination of the combination of the following: followingthe Ming Yang Smart Energy Group Limited(601615) of the Hangzhou First Applied Material Co.Ltd(603806) , Trina Solar Co.Ltd(688599) , Titan Wind Energy (Suzhou) Co.Ltd(002531)
New energy power generation:
Photovoltaic: the newly installed capacity is 54.88gw, and the East + northwest region has become the main installed capacity. According to the statistical data of Shanxi Guoxin Energy Corporation Limited(600617) consumption monitoring and early warning center, 54.88gw of photovoltaic installed capacity was newly added in China in 2021, of which 4.75gw was newly added in Shandong, 3.63gw in Hebei and 1.96gw in Anhui, driven by the promotion policies of the whole county. From the perspective of cumulative installed capacity, Qinghai, Hebei, Anhui, Ningxia and Tibet exceeded 20%, of which 39.7% in Qinghai; In terms of the proportion of power generation, Qinghai and Tibet account for more than 15%, and Shandong, Anhui, Hebei, Ningxia and Gansu account for more than 5%. It is recommended to pay attention to polysilicon materials and battery faucets Tongwei Co.Ltd(600438) ; Component faucet Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) ; Large silicon chip faucet Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ; Inverter taps Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; Photovoltaic auxiliary materials: Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; Jiangsu Akcome Science And Technology Co.Ltd(002610) , Suzhou Maxwell Technologies Co.Ltd(300751) , Shenzhen S.C New Energy Technology Corporation(300724) , Risen Energy Co.Ltd(300118) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ; Operation of photovoltaic power station: Jinko Power Technology Co.Ltd(601778) , Cecep Solar Energy Co.Ltd(000591) , Jiangsu Linyang Energy Co.Ltd(601222) .
Wind power: the installed proportion of wind power in northern China is about 20%, and the power generation accounts for nearly 15%. The demand for installed energy storage is expected to grow rapidly. According to the statistical data of Shanxi Guoxin Energy Corporation Limited(600617) consumption monitoring and early warning center, 47.57gw of new wind power installed capacity was added in China in 2021. According to provinces, the installed capacity of wind power in Inner Mongolia and Gansu accounted for more than 25%, 25.8% and 28.0% respectively. The installed capacity in northern / western regions such as Xinjiang, Qinghai, Ningxia, Hebei and Heilongjiang also accounted for more than 20%. Considering the development plan of large scenic base during the 14th five year plan and the 15th five year plan, It is expected that China’s onshore wind power development resources will be further concentrated in the northern region in the future. In terms of the proportion of power generation, wind power generation in Inner Mongolia and Hebei accounts for more than 15% of the total power generation, accounting for 16.1% and 16.6% respectively. Power generation in Xinjiang, Gansu, Qinghai, Ningxia, Henan, Shanxi and northeast provinces also accounts for more than 10%, which poses a certain challenge to the consumption capacity of regional power grids. Wind abandonment is still prominent in some areas with concentrated installed capacity (Mengxi, Xinjiang, Hebei and Qinghai), Considering that major provinces have successively issued policies on the allocation and storage of new energy power stations, it is expected that the installed demand for energy storage is expected to grow rapidly. .
New energy vehicles: the pressure of raw material cost surged, and a number of new energy vehicle enterprises announced price increases. The price of lithium carbonate stabilized and showed signs of reversal. 95 gasoline has entered the era of 9 yuan, and the cost advantage of new energy vehicles is obvious. Under the rising cost pressure of upstream raw material prices, several new energy vehicles, including Tesla, Xiaopeng, Byd Company Limited(002594) , Nezha, GAC AIAN and so on, issued price increases this week. Tesla China has made price adjustments ranging from 140 Jinzai Food Group Co.Ltd(003000) 0 yuan / vehicle for all models this month. The price of Xiaopeng car P7 increased by 20000, and the price of P5 and G3 series increased by 10 China Vanke Co.Ltd(000002) 594 the price of dynasty net and ocean net series models will be increased by 3 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 yuan. The price of lithium carbonate jumped significantly this year, up nearly 70% from the beginning of the year. Recently, relevant departments conducted interviews with some lithium salt enterprises, mainly to promote the reasonable and stable operation of prices. The meeting especially emphasized that upstream enterprises should jointly promote the benign development of the industrial chain. From the current situation, we believe that the price increase of lithium carbonate has slowed down relatively. With the resumption of production and work of lithium salt manufacturers from April to may, the gradual release of new capacity and the digestion of inventory, the shortage of lithium carbonate supply may be alleviated, and the price may be expected to reverse. Since 24:00 on March 17, the prices of gasoline and diesel in China have increased by 750 yuan and 720 yuan per ton respectively. The cost advantage of new energy vehicles is obvious. Under the trend of rising oil prices, the willingness to buy new energy vehicles is expected to increase. Among the recommended areas, recommendations include the recommendations of the ‘ Contemporary Amperex Technology Co.Limited(300750) ;, Cngr Advanced Material Co.Ltd(300919) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Dynanonic Co.Ltd(300769) , Yunnan Energy New Material Co.Ltd(002812) , etc.
Risk tip: the installed demand of new energy is less than expected, the new energy power generation policy is less than expected, and the macro-economy is less than expected.
