Core view
Market review: last week, the power equipment sector closed at 108173 points, down 0.2%. The Shanghai Composite Index closed at 3251.1 points, down 1.8%; Shenzhen Component Index closed at 123286 points, down 1.0%; Gem closed at 2713.8 points, up 1.8%. Among the sub sections, photovoltaic equipment decreased the least, by 2.6%, and wind power equipment decreased the most, by 6.6%. Among the wind industry indexes, the photovoltaic glass index had the smallest decline of 0.8%; The wind power index fell the most, at 5.6%. In terms of individual stocks, the top five gainers were: Wankong Zhizao rose 61.13%, Sunway Co.Ltd(603333) rose 13.37%, Tianjin Keyvia Electric Co.Ltd(300407) rose 6.50%, Huayi Electric Company Limited(600290) rose 3.70%, San Bian Science & Technology Co.Ltd(002112) rose 3.28%.
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, which remained unchanged compared with last week. 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 2894 yuan / ton, up 0890 yuan / ton or 3.18% compared with the previous week.
Industry news: silicon rookie Shuangliang Eco-Energy Systems Co.Ltd(600481) enters photovoltaic modules; Jingke 24gw high efficiency n-type photovoltaic module project is located in Shangrao, Jiangxi Province; Day care photovoltaic modules with soft components were unveiled at the Tokyo International Cecep Solar Energy Co.Ltd(000591) exhibition in Japan.
Announcement of key companies: Xizi Jieneng signed a contract for green electric molten salt energy storage demonstration project, with a project scale of 50t / h Henan Hengxing Science & Technology Co.Ltd(002132) issued the announcement on the successful trial production of the project with an annual output of 120000 tons of high-performance silicone polymer Nari Technology Co.Ltd(600406) released the operation briefing in 2021, and the net profit attributable to the parent company increased by 16.29% at the same time.
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), Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . 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.
