Core view
Last week, the power equipment market closed at 1030.6%. The Shanghai Composite Index closed at 3282.7 points, up 2.2%; Shenzhen Component Index closed at 122279 points, up 1.3%; Gem closed at 2667.0 points, up 1.1%. Among the sub sections, power grid equipment (Shenwan) decreased the least, by 0.4%, and other power supply equipment II (Shenwan) decreased the most, by 3.8%. Among the wind industry indexes, the wind power generation index had the smallest decline of 1.8%; Photovoltaic glass index fell the most, at 3.1%. In terms of individual stocks, the top five gainers were: Guangdong Shunna Electric Co.Ltd(000533) up 22.97%, Ningbo Sanxing Medical Electric Co.Ltd(601567) up 12.27%, Baoding Tianwei Baobian Electric Co.Ltd(600550) up 12.09%, St Senyuan up 10.29%, Shanghai Holystar Information Technology Co.Ltd(688330) up 9.82%.
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 was 252.00 yuan / kg, up 3.00 yuan / kg or 1.20% from 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 prices of the first and second tier manufacturers of single crystal 182 silicon wafers were 6.65 yuan and 6.68 yuan / piece respectively, which remained unchanged compared with last week. The first and second-line prices of single crystal perc166 were 1.12 and 1.11 yuan / W, respectively, up 0.01 yuan / W compared with last week, or 0.90% and 0.91% respectively.
The weekly average price of metallic silicon was 2798 yuan / ton, a decrease of 063 yuan / ton or 2.20% compared with the previous week.
Industry news trends: the National Energy Administration issued the guidance on energy work in 2022 Tongwei Co.Ltd(600438) it is planned to invest 12 billion yuan to build 32gw high-efficiency crystalline silicon battery project.
Announcement of key companies: Kbc Corporation Ltd(688598) disclosure company has obtained IATF 16949 quality management system certification Flat Glass Group Co.Ltd(601865) invest in the construction of four photovoltaic module glass projects with a daily melting capacity of 1200 tons Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) holding subsidiary signed the general contract for procurement and construction of Tencent Yizheng Dongsheng cloud computing data center project. 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
