Core view
Market review: last week, the power equipment sector closed at 1034560 points, down 0.32%. The Shanghai Composite Index closed at 328272 points, up 2.19%; Shenzhen Component Index closed at 1222793 points, up 1.29%; Gem closed at 266697 points, up 1.11%. In the sector of lithium new energy vehicles, lithium negative electrode rose by 1.0%, new energy vehicles rose by 0.4%, lithium electrolyte rose by 2.0%, lithium diaphragm fell by 0.2%, lithium positive electrode fell by 1.0%, lithium battery fell by 1.7% and energy metals fell by 2.6%. The top five increases in the industry were Shanghai Putailai New Energy Technology Co.Ltd(603659) up 7.06%, Shenzhen Capchem Technology.Ltd(300037) up 6.88%, Ningbo Shanshan Co.Ltd(600884) up 5.49%, Yunnan Energy New Material Co.Ltd(002812) up 5.16%, Eve Energy Co.Ltd(300014) up 3.85%.
Industrial chain price tracking: Sanyuan cathode material 532 type 367500 yuan / ton, an increase of 3000 yuan / ton, an increase of 0.82%; The cathode material decreased by 6.22 million yuan / ton, or 6.25 million yuan / ton. 61000 yuan / ton of high-end natural graphite, the same as last week; The middle end natural graphite of negative electrode material was 51000 yuan / ton, the same as last week. 7: wet diaphragm μ M 2 yuan / m2, the same as last week; Wet diaphragm: 9 μ M 1.43 yuan / square meter, the same as last week.
Industry news: European electric vehicle market model 3 / y topped the best-selling list in February; Magna invested US $40 million to build a new battery shell factory Eve Energy Co.Ltd(300014) plans to build a power battery factory in Hungary; Honeycomb energy and BASF Shanshan strategic investment in Yongshan lithium industry Great Wall Motor Company Limited(601633) in 2021, the revenue and net profit reached 136.4 billion yuan and 6.726 billion yuan, both reaching new highs in recent years.
Announcement of key companies: Shenzhen Desay Battery Technology Co.Ltd(000049) : the net profit attributable to the parent company in the 2021 annual report was 794 million yuan, an increase of 18.53% at the same time Xtc New Energy Materials(Xiamen) Co.Ltd(688778) : the annual report of 2021 disclosed that the net profit attributable to the parent company was 555 million yuan, an increase of 121.66% at the same time; Fangyuan shares: the 2021 annual report officially disclosed that the net profit attributable to the parent company was 667218 million yuan, an increase of 12.46% at the same time China Baoan Group Co.Ltd(000009) : the annual report of 2021 officially disclosed that the net profit attributable to the parent company was 1.036 billion yuan, an increase of 56.49% at the same time.
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
