Photovoltaic: according to the national industrial power statistics released by the national energy administration, from January to February, the installed capacity of photovoltaic and wind power increased by 10.86gw and 5.73gw respectively. On March 21, the National Energy Administration released the statistical data of the national power industry from January to February. By the end of February, China’s installed power generation capacity was about 2.39 billion kw, a year-on-year increase of 7.8%. Among them, the installed capacity of wind power was about 330 million KW, a year-on-year increase of 17.5% Cecep Solar Energy Co.Ltd(000591) installed power generation capacity was about 320 million KW, an increase of 22.7% year-on-year. Among them, 10.86gw of photovoltaic installed capacity was newly added from January to February, with a year-on-year increase of 234%. The installed capacity of new wind power was 5.73gw, a year-on-year increase of 60.95%. The 14th five year plan for modern energy system was issued to comprehensively promote the large-scale development and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation. On March 22, the national development and Reform Commission and the National Energy Administration jointly issued the 14th five year plan for modern energy system. The plan mentioned that it would comprehensively promote the large-scale development and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation.
Wind power: bnef released the market share ranking of global wind power complete machine manufacturers in 2021, and the top ten Chinese enterprises occupy six seats. On March 23, Bloomberg New Energy Finance released the market share ranking of global wind turbine manufacturers in 2021. Data show that in 2021, the world’s new wind power installed capacity was 99.2gw, breaking the highest level in history. Among them, the installed capacity of onshore wind power is 82.3gw, accounting for 83%; The installed capacity of offshore wind power is 16.8gw, an increase of 161% compared with 2020. The list of key wind power projects in Guangdong Province in 2022 was announced. Recently, the Guangdong Provincial Development and Reform Commission issued the notice on Issuing the plan of key construction projects in Guangdong Province in 2022. Among the key construction projects, 14 offshore wind power projects with a total of 8.95 million KW were arranged. Including the construction of one, 500000 kW; Continue to build 11, with a total of 7.5 million KW; Two new projects have been started, with a total of 950000 kW; Among the key preliminary construction projects, 13 offshore wind power projects with a total of 21.37 million KW are arranged; 11 onshore wind power projects, totaling 4.92 million KW. Bid opening of 800000 kW wind power project in Urumqi, Northern Xinjiang, Huadian. There are 9 complete machine manufacturers bidding for the project, and the lowest quotation is 1.2 billion yuan from CRRC Zhuzhou Institute, with a unit price of 1500 yuan / kW. The average unit price of this bidding is 1811 yuan / kW.
Industrial control: from January to February 2022, the added value of industries above designated size increased by 7.5% year-on-year. According to the data of the National Bureau of statistics, the added value of industries above designated size increased by 7.5% year-on-year from January to February 2022. In February, the added value of industries above designated size increased by 0.34% month on month. Among them, the manufacturing industry increased by 7.3% month on month, and the added value of high-tech manufacturing industry and equipment manufacturing industry increased by 14.4% and 9.6% year-on-year respectively, 6.9 and 2.1 percentage points faster than industries above Designated Size respectively. In terms of products, from January to February 2022, the output of new energy vehicles was 809000, a year-on-year increase of 150.5%; The industrial Siasun Robot&Automation Co.Ltd(300024) output was 76381 sets, an increase of 29.6%. In 2021, China’s integrated circuit output was 359.4 billion, a year-on-year increase of 33.3%. According to the latest report data released by the China Academy of information technology, the added value of electronic information manufacturing industry above designated size increased by 15.7% year-on-year in 2021. Among them, the output of key products such as integrated circuits, microcomputers and complete electronic computers increased rapidly. In 2021, the output of integrated circuits was 359.43 billion, with a year-on-year increase of 33.3%, 17.1 percentage points higher than that in 2020, and an average increase of 24.5% in two years.
The photovoltaic sector recommends Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) , buy), Tongwei Co.Ltd(600438) ( Tongwei Co.Ltd(600438) , buy), Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) , buy), Shanghai Hiuv New Materials Co.Ltd(688680) ( Shanghai Hiuv New Materials Co.Ltd(688680) , buy), Hangzhou First Applied Material Co.Ltd(603806) ( Hangzhou First Applied Material Co.Ltd(603806) , buy). It is recommended to pay attention to Trina Solar Co.Ltd(688599) ( Trina Solar Co.Ltd(688599) , not rated); The wind power sector recommends Riyue Heavy Industry Co.Ltd(603218) ( Riyue Heavy Industry Co.Ltd(603218) , overweight), and it is recommended to pay attention to Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) , not rated), Dajin Heavy Industry Co.Ltd(002487) ( Dajin Heavy Industry Co.Ltd(002487) , not rated), Jiangyin Hengrun Heavy Industries Co.Ltd(603985) ( Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , not rated), Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) , not rated).
Risk tips
The growth of photovoltaic industry is less than expected; The growth of wind power industry is less than expected; Industrial control industry grew less than expected
