Trichlorosilane and biodiesel prices rise:
The quotation of trichlorosilane in Shandong this week was 20500 yuan / ton, up from + 13.89% last week. The new production capacity of downstream polysilicon drives the demand for trichlorosilane, and the short-term mismatch between supply and demand supports the upward price of trichlorosilane. This week, the prices of biodiesel fame, RME, SME and PME were 1972.8 US dollars / metric ton, 2187.8 US dollars / metric ton, 2002.8 US dollars / metric ton and 1927.8 US dollars / metric ton respectively, an increase of + 12.80%, + 12.25%, + 10.10% and + 22.09% respectively compared with last week. At present, the shortage of diesel in Europe is intensifying. It is expected that the inventory in March will reach the lowest level since 2018. As a substitute, the price of biodiesel has risen sharply.
Yunnan Yuntianhua Co.Ltd(600096) united with Yuxi Municipal government, Eve Energy Co.Ltd(300014) , Yunnan Energy New Material Co.Ltd(002812) and Huayou holdings to enter clay lithium ore and lithium battery materials. On February 16, Yunnan Yuntianhua Co.Ltd(600096) announced the establishment of two joint ventures with Yuxi Municipal People’s government, Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings in Yuxi City. The specific cooperation includes: 1) joint development of clay lithium mine; 2) investment of about 51.7 billion in the construction of new energy battery, lithium battery isolation membrane, iron phosphate, lithium iron phosphate, copper foil and other battery supporting projects, which will be completed by 2023, 2025 and 2030 respectively. This cooperation combines phosphate rock, lithium battery, diaphragm and cathode enterprises. The entry of upstream and downstream roles will provide strong resource support and technical support for the implementation of the project, which is expected to become the long-term development trend of lithium battery industry.
Special recommendation: the medium and long-term plan for the development of hydrogen energy industry has been issued, and the industrial chain will usher in a period of prosperity and development
The medium and long-term plan for the development of hydrogen energy industry (20212035) was issued, and the state set the general trend of the development of hydrogen energy industry. On March 23, the national development and Reform Commission announced the medium and long term plan for the development of hydrogen energy industry (20212035), which made specific plans for hydrogen energy innovation system, infrastructure, diversified application, policy guarantee and so on. The plan points out that by 2025, a relatively complete supply chain and industrial system will be preliminarily established, and a hydrogen energy supply system focusing on the nearby utilization of industrial by-product hydrogen and renewable energy hydrogen production will be preliminarily established. The number of fuel cell vehicles is about 50000, and the hydrogen production capacity of renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year. By 2030, a relatively complete technological innovation system for hydrogen energy industry and a clean energy hydrogen production and supply system will be formed, the industrial layout will be reasonable and orderly, and hydrogen production from renewable energy will be widely used. By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy.
Suggestions: Dongyue Group (0189. HK), satellite Chemistry ( Zhejiang Satellite Petrochemical Co.Ltd(002648) . SZ), Ningxia Baofeng Energy Group Co.Ltd(600989) ( Ningxia Baofeng Energy Group Co.Ltd(600989) . SH), Befar Group Co.Ltd(601678) ( Befar Group Co.Ltd(601678) . SH), etc.
Risk warning: the implementation of relevant policies is not as expected.
