Market review: last week, the power equipment sector closed at 103793 points, down 4.0%. The Shanghai Composite Index closed at 3212.2 points, down 1.2%; Shenzhen Component Index closed at 120727 points, down 2.1%; Gem closed at 2637.9 points, down 2.8%. Among the sub sections, other power supply equipment II (Shenwan) decreased the least, by 1.3%, and photovoltaic equipment decreased the most, by 6.3%. Among the wind industry indexes, the photovoltaic glass index had the smallest decline of 3.1%; The wind power index fell the most, at 4.5%. In terms of individual stocks, the top five gainers were: Wankong Zhizao rose 61.02%, Shenzhen Sosen Electronics Co.Ltd(301002) rose 19.05%, Sunfly Intelligent Technology Co.Ltd(300423) rose 14.18%, Changshu Fengfan Power Equipment Co.Ltd(601700) rose 12.62%, Yuan Cheng Cable Co.Ltd(002692) rose 11.52%.
Industry chain price tracking: in terms of photovoltaic industry chain price, silicon wafer price is still high this week. The price of polysilicon material this week is 249 yuan / kg, which remains unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 166 silicon wafers were 5.50 yuan / piece and 5.45 yuan / piece respectively, which remained unchanged compared with last week; The price of single crystal 182 silicon wafer first-line manufacturers was 6.65 yuan / piece, which remained unchanged compared with last week. The price of second-line manufacturers was 6.68 yuan / piece, which increased by 0.02 yuan / piece or 0.30% compared with last week. The price of single crystal perc166 first and second-line is 1.11 and 1.10 yuan / W, which remains unchanged compared with last week. The weekly average price of metallic silicon was 286100 yuan / ton, a decrease of 033000 yuan / ton or 1.14% compared with the previous week.
Industry news: Jingke energy invested in the construction of 30GW single crystal pull rod + 24gw module + 100000 tons of photovoltaic module aluminum profile project; The 50000 ton polysilicon and upstream and downstream collaborative project of Baofeng group started.
Announcement of key companies: Ningbo Orient Wires & Cables Co.Ltd(603606) won the bid for the submarine cable and laying works of Yuedian Yangjiang Qingzhou No. 1 and No. 2 offshore wind farm project Wuxi Shangji Automation Co.Ltd(603185) issue the announcement of passing the recognition of high-tech enterprises Longi Green Energy Technology Co.Ltd(601012) announced major procurement contracts and purchased 203600 tons of silicon from Tongwei Co.Ltd(600438) subsidiaries from 2022 to 2023.
Investment suggestion: focus on photovoltaic diamond line: Henan Hengxing Science & Technology Co.Ltd(002132) ( Henan Hengxing Science & Technology Co.Ltd(002132) . SZ); Offshore wind power submarine cable: Baosheng Science And Technology Innovation Co.Ltd(600973) ( Baosheng Science And Technology Innovation Co.Ltd(600973) . SH), Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH); Silicon carbide substrate: Roshow Technoiogy Co.Ltd(002617) ( Roshow Technoiogy Co.Ltd(002617) . SZ); Hydrogen energy: Hongda Xingye Co.Ltd(002002) ( Hongda Xingye Co.Ltd(002002) . SZ).
Risk warning: the sales of new products are less than expected; Industry competition intensifies risks.
