The valuation of energy storage concept stocks has hit a new low in nearly a year since this month. Funds and financiers from the north have increased their positions in these stocks at the same time.
new energy storage heavyweight document release
On March 21, the national development and Reform Commission and the National Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. The plan emphasizes that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented.
Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%; Steam extraction and energy storage of thermal power and nuclear power units rely on new energy storage technology of conventional power supply and energy storage technology of 100MW compressed air to realize engineering application; Megawatt flywheel energy storage and other mechanical energy storage technologies are gradually mature; Breakthroughs have been made in long-time scale energy storage technologies such as hydrogen energy storage and hot (cold) energy storage.
The overall performance of the energy storage sector was good yesterday, with the concept index rising by 1.66%, with Beijing Relpow Technology Co.Ltd(300593) rising by 5.58%, ranking the first. Others include Zhejiang Hangke Technology Incorporated Company(688006) , Beijing Sinohytec Co.Ltd(688339) -u, Zhejiang Narada Power Source Co.Ltd(300068) , Shandong Sacred Sun Power Sources Co.Ltd(002580) and others rising by more than 3%.
new energy power generation promotes the coordinated development of energy storage
The important application scenario of new energy storage is the supporting energy storage system of new energy. Aiming at the problems of new energy consumption and system peak shaving, improve the friendliness and capacity support ability of new energy, so as to solve the power grid control problems caused by the high proportion of new energy access.
The plan emphasizes to strengthen the support of “new energy + energy storage”. In areas with a high proportion of new energy installed capacity and high pressure of system peak shaving operation, actively guide new energy power stations to allocate new energy storage in a market-oriented manner. While new energy power generation continues to advance, new energy storage, as an important supporting facility, is expected to accelerate its development simultaneously.
The new energy storage technology has rich routes. According to cnesa data, the installed growth rate of electrochemical energy storage in China increased to 91% in 2020, while the installed growth rate in 2019 was only 59%, driving the energy storage inverter into a high-speed development stage. In other technical routes, the scale of molten salt energy storage was further expanded, and the cumulative proportion of projects put into operation reached 1.5%.
In addition, the key technology of 100MW compressed air energy storage is also the key direction of tackling key problems of new energy storage technology and equipment. In October 2021, China’s first 10MW advanced compressed air energy storage system was connected to the grid in Bijie, Guizhou Province. It is also a national demonstration project in the field of compressed air energy storage Everbright Securities Company Limited(601788) research report believes that advanced compressed air energy storage technology has the advantages of large scale, low cost, long service life, clean and pollution-free, unlimited energy storage cycle, independent of fossil fuels and geographical conditions. It is a long-term and large-scale energy storage technology with great development potential.
10 energy storage stocks are valued at the lowest level in recent one year
Since December last year, the energy storage sector, which was overvalued in the early stage, has gradually retreated. According to the statistics of securities times · databao, the lowest rolling P / E ratio of equity since October hit a new low in nearly a year, including Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and other energy storage industry leaders.
From a performance perspective, the performance of the energy storage unit that has been at a new low valuation in the last year. Apart from Hunan Corun New Energy Co.Ltd(600478) the forecast year-on-year growth rate is more than 100%.
Guangzhou Tinci Materials Technology Co.Ltd(002709) yesterday released the 2021 annual report, realizing a net profit attributable to the parent company of 2.208 billion yuan, a year-on-year increase of 314.42%, which is in line with the previously released performance forecast. The company announced that with the completion of the subsidiary Zhejiang Tianshuo VC project and Jiujiang Tianci 150000 ton lithium battery material project in 2021, the company’s lithium-ion battery material business achieved a large growth rate during the reporting period, with an annual operating revenue of 9.733 billion yuan, a year-on-year increase of 265.92%.
According to the statistics of databao, in the past week, 14 energy storage stocks have gained additional positions in northbound capital, and the holdings of Ningbo Shanshan Co.Ltd(600884) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Jiangsu Linyang Energy Co.Ltd(601222) and Jiangsu Linyang Energy Co.Ltd(601222) in northbound capital have increased first, with more than 4 million shares. Among the energy storage stocks added by land stock connect, Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Sungrow Power Supply Co.Ltd(300274) , Byd Company Limited(002594) obtained net purchase from financing customers, and the two funds were added at the same time.
Ningbo Shanshan Co.Ltd(600884) recently released the main operating data from January to February 2022. According to the preliminary calculation, the net profit attributable to the parent company was about 566 million yuan, with a year-on-year increase of about 313%. The main reason is that the downstream market demand of the negative electrode material business continues to be strong, the company seizes the market opportunity, with leading technology and high-quality products, the company’s products are in short supply, and the production, sales and operating performance of negative electrode materials have increased year-on-year
Heavy! Trillion market boiling! The implementation plan for the development of new energy storage in the 14th five year plan is coming (with shares)
