Key investment points:
Every Monday: the new energy administration issues the guidance on energy work in 2022, which specifies that the primary task is to ensure supply and heating, and China will strive to enhance oil and gas production capacity. On March 29, the National Energy Administration issued the guiding opinions on energy work in 2022, which defined the focus of energy development this year, stressed that the primary task was to ensure the safe and stable supply of energy, strive to enhance China’s energy production guarantee capacity, and earnestly put the energy rice bowl firmly in its own hands. According to the target of 2022, the total national energy production will reach about 4.41 billion tons of standard coal, about 200 million tons of crude oil and about 214 billion cubic meters of natural gas. The opinions made it clear that the “14th five year plan” and the implementation plan of oil and gas exploration and development will be implemented, the annual exploration and development investment and workload will be compacted, the development and application of advanced oil and gas exploitation technology will be accelerated, the good momentum of increasing reserves and production will be consolidated, and the set goals of returning to 200 million tons of crude oil production and continuous and steady production of natural gas in 2022 will be resolutely achieved. We will actively stabilize and increase the production of shale gas fields in Sichuan Basin and promote the large-scale benefit development of shale oil as soon as possible. Focusing on the CBM industrial base in the eastern margin of Qinshui Basin and Inner Mongolia Eerduosi Resources Co.Ltd(600295) basin, accelerate the exploration of CBM resources and production capacity construction, and promote the comprehensive exploration and development of multi gas in coal measure strata. Steadily promote the construction of coal to oil and gas strategic base. Under the more urgent requirements of energy security, the oil service industry will play an important role as an energy ballast. Highlight [ Nanjing Develop Advanced Manufacturing Co.Ltd(688377) ] [ China Oilfield Services Limited(601808) ] [ Yantai Jereh Oilfield Services Group Co.Ltd(002353) ], [ Bomesc Offshore Engineering Company Limited(603727) ]. In addition, pay attention to [ Offshore Oil Engineering Co.Ltd(600583) ] and so on.
Industry and company dynamics this week: 1) photovoltaic equipment: the demand of the industrial chain remains strong this week, and the prices of silicon materials and silicon wafers rise again Tongwei Co.Ltd(600438) Tongwei Cecep Solar Energy Co.Ltd(000591) Co., Ltd. plans to invest in the construction of 32gw high-efficiency crystalline silicon battery project in Qinglong Street, Tianfu new area, Meishan; 2) Semiconductor equipment: Advanced Micro-Fabrication Equipment Inc.China(688012) 2021 performance exceeded 1 billion, with a year-on-year increase of + 105%, and won the bidding for 12 etching equipment in Huahong Wuxi this week; 3) Lithium battery equipment: on March 24, Saic Motor Corporation Limited(600104) and Qingshan industry signed a cooperation and investment agreement, established two joint ventures of pack and cell in Liuzhou, Guangxi, and built a power battery cell and system project with an annual output of 20gwh; 4) Oil service: US President Biden announced on March 31 that he would release 1 million barrels of oil a day and 180 million barrels a day from the US strategic oil reserve in the next six months; 5) Laser and general automation: from January to February, the manufacturing industry realized a total profit of 875.92 billion yuan, down 4.2%. In terms of industries, among the 41 industrial categories, the total profits of 21 industries increased year-on-year, 19 industries decreased and 1 industry reduced losses; 6) Imaging equipment: Haozhi image micro focus X-ray source is on the market, and the domestic substitution of neck sticking link has made a breakthrough.
The core target of this week’s portfolio of the core of the week’s portfolio: it’s recommended to focus on the growth track with a high boom, and the periodic sector investment opportunities with high elasticity and upward infleinfleinfleturning points, and the periodic sector with high resilience and upward infleturning points, and the periodic sector with high resilience, turning points and upward turning points. It’s recommended to focus on the growth track with a high boom, and the periodic sector with high resilience, and cyclical sector with high resilience, and periodic sector with high resilience, turning points upward, turning points, turning points, and turning points. Oil service sector recommends [ Shenzhen Xinyichang Technology Co.Ltd(688383) 7777 [ Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) ], recommended for general automation [ Shenzhen Inovance Technology Co.Ltd(300124) ], it is suggested to pay attention to [ China Cssc Holdings Limited(600150) ].
Risk tips: 1. The production expansion progress of lithium battery manufacturers is less than expected; 2. The recovery of the shipbuilding industry is less than expected; 3. The business growth of the recommended company is less than expected.
