This week (from March 21 to March 25), the energy storage concept sector of China stock market news continued to fluctuate downward, and the sector fell 1.34% as a whole. Among the 10 enterprises monitored by Huaxia times, 8 fell and 2 rose, of which Eve Energy Co.Ltd(300014) fell the most, with a decline of 7.34%, and Qinghai Salt Lake Industry Co.Ltd(000792) rose against the trend, with an increase of 8.47%, which was the highest among the top 10 stocks in the energy storage concept sector.
This week, the total trading volume of China stock market news energy storage concept sector was 146 million, with a total turnover of 268802 billion yuan and a turnover rate of 8.96%.
Qinghai Salt Lake Industry Co.Ltd(000792) up 8.47%
On March 25, Qinghai Salt Lake Industry Co.Ltd(000792) rose in the afternoon and fell back rapidly. As of the closing, it rose 0.96% to 31.63 yuan / share, with an overall rise of 8.47% during the week.
After hours data showed that Qinghai Salt Lake Industry Co.Ltd(000792) there were 16 block transactions, with a total turnover of 20.48 million shares and a turnover of 640 million yuan, of which 13.68 million shares were purchased from institutional accounts and a turnover of 428 million yuan.
On the news side, Qinghai Salt Lake Industry Co.Ltd(000792) held strategic talks with China Mobile Qinghai company. The two sides discussed and signed a cooperation agreement on promoting joint laboratory construction, business cooperation and other related matters.
China Industrial Securities Co.Ltd(601377) gave Qinghai Salt Lake Industry Co.Ltd(000792) a rating of prudent shareholding increase. The reasons for the rating are: first, the prosperity of potassium lithium business is upward, and the company’s performance will increase significantly in 2021; 2、 The price of potassium chloride will rise in 2021, and the subsequent price may continue to be high.
While giving a prudent overweight rating, China Industrial Securities Co.Ltd(601377) also gave risk tips such as the sharp decline in the demand for potash fertilizer, the sharp decline in the price of lithium, and the failure in the research and development of lithium extraction process.
As for the trend of individual stocks in the sector, Qinghai Salt Lake Industry Co.Ltd(000792) and Tianqi Lithium Corporation(002466) have the same trend. They keep rising on Monday and week, encounter correction on Wednesday, and continue to rise on Thursday and Friday. The trend of Gotion High-Tech Co.Ltd(002074) , Dongfang Electric Corporation Limited(600875) and Do-Fluoride New Materials Co.Ltd(002407) is similar. This week is dominated by shock adjustment.
According to the capital flow of China stock market news energy storage concept sector after one week’s trading, this week’s energy storage concept sector is dominated by net capital outflow, with a main net outflow of 10.5 billion yuan, including a net outflow of 5.03 billion yuan for super large single and 5.48 billion yuan for large single.
new energy storage development implementation plan issued
On March 21, the national development and Reform Commission and the National Energy Administration jointly issued the implementation plan for the development of new energy storage in the 14th five year plan (hereinafter referred to as the “plan”). The plan emphasizes that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercial development and have the conditions for large-scale commercial application. By 2030, the new energy storage will be fully market-oriented, basically meeting the needs of building a new power system and supporting the realization of the carbon peak goal in the energy field.
In terms of technical breakthrough, the plan puts forward the development and industrial development of different energy storage technologies, research and develop a new generation of high energy density energy storage technologies such as liquid metal battery, solid-state lithium-ion battery and metal air battery, improve and reduce the cost of electrochemical energy storage technology by more than 30%, and highlight the engineering application of steam extraction and energy storage of thermal power and nuclear power units and 100MW compressed air energy storage technology.
At the same time, the scheme further refines the development modes of various application scenarios on the power side, power grid side and user side, formulates differentiated support policies, and reasonably dredges the cost, such as giving priority to the grid connection of distribution and storage projects, establishing the capacity and electricity price mechanism of independent energy storage power stations on the power grid side, implementing the time-sharing electricity price policy, widening the peak valley price difference, increasing the revenue channels of energy storage on the user side, and promoting the development of energy storage on the user side, Further accelerate the marketization of new energy storage.
China Greatwall Securities Co.Ltd(002939) analysis shows that with the official implementation of the new energy storage development plan of the 14th five year plan, the installed capacity of Fengguang is expected to continue to expand in the future, so as to promote the further expansion and development of energy storage scale and drive the expansion of local energy storage guarantee policies.
Huachuang Securities said that the energy storage plan of the 14th five year plan was officially issued, which will promote the construction of energy storage related industries and boost the demand for energy storage and installation. It is expected that during the 14th Five Year Plan period, the average annual compound growth rate of global energy storage and installation will be more than 40% – 50%, and the global energy storage market space will reach 500700 billion yuan by 2025.
