Market review: last week, the power equipment sector closed at 1037931 points, down 4.05%. The Shanghai Composite Index closed at 321224 points, down 1.19%; Shenzhen Component Index closed at 1207273 points, down 2.08%; Gem closed at 263794 points, down 2.8%. In the sector of lithium new energy vehicles, energy metals rose 1.7%, charging pile index fell 1.0%, lithium positive electrode fell 2.0%, lithium battery fell 2.1%, battery diaphragm fell 2.5%, new energy vehicles fell 3.4% and lithium negative electrode fell 3.8%. The top five increases in the industry were Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) up 20.35%, Zhejiang Mustang Battery Co.Ltd(605378) up 13.70%, Hangzhou Weiguang Electronic Co.Ltd(002801) up 10.42%, Youngy Co.Ltd(002192) up 7.21%, Bafang Electric(Suzhou) Co.Ltd(603489) up 7.13%.
Industrial chain price tracking: 364500 yuan / ton of ternary cathode material type 532, the same as last week; Ternary cathode material 622 type 388000 yuan / ton, up 15500 yuan / ton, or 4.16%. The cathode material lithium iron phosphate was 168000 yuan / ton, the same as last week. High end natural graphite was 61000 yuan / ton, up 5500 yuan / ton, up 9.91%; The middle end natural graphite of negative electrode material was 51000 yuan / ton, an increase of 12500 yuan / ton, or 32.47%. Wet diaphragm: 7 μ M 2 yuan / m2, wet diaphragm: 9 μ M 1.43 yuan / square meter, the same as last week. Industry news: Weilai’s revenue in 2021 was 36.136 billion yuan, and its net loss narrowed to 4.017 billion yuan; General motors applied for the patent of navigation system with route difficulty level Byd Company Limited(002594) cooperate with shell in the field of electric vehicle charging in China and Europe; Shenzhen launched the “old for new” car purchase policy, and the replacement of new energy vehicles can receive a subsidy of 5000 yuan; Geely Automobile’s annual revenue in 2021 was 101.6 billion yuan, with a year-on-year increase of 10.3%
Announcement of key companies: Eve Energy Co.Ltd(300014) : pre disclosure of share reduction plan of directors and senior managers of the company Anhui Estone Materials Technology Co.Ltd(688733) : the net profit attributable to the parent company in the annual report of 2021 was 108 million yuan, an increase of 139.98% at the same time Guangdong Tonze Electric Co.Ltd(002759) : the net profit attributable to the parent company in the first quarter of 2022 is 400 million yuan to 440 million yuan, an increase of 742.80% – 827.08% at the same time Jiangsu Tongda Power Technology Co.Ltd(002576) : the net profit attributable to the parent company in 2021 was 106 million, with a year-on-year increase of 19.35%.
Investment suggestion: it is suggested to turn off the energy storage system and integrate the power cell: Shenzhen Desay Battery Technology Co.Ltd(000049) ( Shenzhen Desay Battery Technology Co.Ltd(000049) . SZ); Power battery: Eve Energy Co.Ltd(300014) ( Shahe Industrial Co.Ltd(000014) . SZ)
Risk warning: the sales of new products are less than expected; Industry competition intensifies; Rising raw material costs
