Plate market this week (2022032120220325)
Power equipment and new energy sector: it fell 4.05% this week, ranking 17th in terms of rise and fall, weaker than the market. The nuclear power index rose the most this week and the wind power index rose the least. The lithium battery index fell 2.10%, the new energy vehicle index fell 3.38%, the energy storage index fell 3.36%, and the industrial control automation index fell 2.20%
New energy vehicles: Tesla Berlin plant was put into operation, and Weilai released the performance report
On March 22, Tesla Berlin super factory officially opened and delivered the first batch of German made model y high-performance models to customers, with a price of 63990 euros and a range of 514 kilometers. On March 25, Weilai automobile released the performance report for the fourth quarter and the whole year of 2021: 2021q4 achieved a revenue of 9.9 billion yuan, a year-on-year increase of 49.1%, of which the automobile sales revenue was 9.22 billion yuan, a year-on-year increase of 49.4%; The gross profit margin of 21q4 automobile sales was 20.9%, with a year-on-year increase of 3.7pct and a month on month increase of 2.9pc; The delivery volume of 21q4 new cars was 25034, with a year-on-year increase of 44.3%. In the whole year of 2021, the delivery volume of Weilai new cars was 91429, with a year-on-year increase of 109.1%.
New energy power generation: China's installed capacity has increased year-on-year, and the heat of the overseas market has not decreased
On March 21, the National Energy Administration released the statistical data of the national power industry: from January to February 2022, the installed capacity of wind power increased by 5.73gw, an increase of about 61% compared with 3.57gw in the same period last year; The newly installed capacity of photovoltaic was 10.9gw, a year-on-year increase of 239%. In terms of export, the export of battery components from January to February was 46.7 billion yuan, a year-on-year increase of + 109.6%; From January to February, the export of inverter was 53.76gw, with a year-on-year increase of 19.45%.
Industrial control and power equipment: the industrial industry continued to see good results, and the industrial Siasun Robot&Automation Co.Ltd(300024) output increased year-on-year
The investment logic of industrial enterprises downstream of industrial control is PMI - industrial enterprise profit - inventory. From November 2021 to February 2022, the PMI index remained above the boom and bust line, and the PMI index reached 50.2% in February. PMI index continues to pick up, indicating that the downstream demand of industrial control is picking up, which is expected to drive the growth of demand for upstream industrial control products.
Focus this week:
For the sake of ' Longi Green Energy Technology Co.Ltd(601012) yes.
Risk tips:
The duration of the global epidemic exceeded expectations, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition
