A combination of core recommended combinations of core recomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomportfolio of the following combination of core recommended combinations: Shuangliang Eco-Energy Systems Co.Ltd(600481) \ , Contemporary Amperex Technology Co.Limited(300750) , Titan Wind Energy (Suzhou) Co.Ltd(002531)
Photovoltaic: the guidance on energy work will be issued in 2022 to accelerate energy transformation, and the new installed capacity of wind and light may reach 50 or 90gw; The US Department of Commerce launched an anti-dumping investigation on the import of Chinese photovoltaic from four Southeast Asian countries. In view of the new installed capacity of new energy, the opinions put forward that the installed capacity of electricity will reach 2.6 billion kw in 2022 and about 223 million kW in the whole year. According to the prediction in the analysis and prediction report on the national power supply and demand situation from 2021 to 2022, the new installed capacity of wind power and photovoltaic is expected to exceed 50 and 90gw in 2022. According to PV tech news, the US Department of Commerce (DOC) has decided to conduct an anti circumvention investigation on the production capacity of Chinese manufacturers in Southeast Asia. In the short term, this investigation may disturb the production and shipment rhythm of Southeast Asian component manufacturers; In the medium and long term, China’s component leaders have successively started the construction of the whole photovoltaic industry chain in Southeast Asia, which is expected to significantly reduce the impact of trade friction. It is recommended to pay attention to polysilicon materials and battery faucets Tongwei Co.Ltd(600438) ; Component faucet Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) ; Large silicon wafer Shuangliang Co., Ltd. Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ; Inverter taps Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; Photovoltaic auxiliary materials Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; Jiangsu Akcome Science And Technology Co.Ltd(002610) , Suzhou Maxwell Technologies Co.Ltd(300751) , Shenzhen S.C New Energy Technology Corporation(300724) , Risen Energy Co.Ltd(300118) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ; Operation of photovoltaic power station Jinko Power Technology Co.Ltd(601778) , Cecep Solar Energy Co.Ltd(000591) , Jiangsu Linyang Energy Co.Ltd(601222) .
Wind power: Shandong offshore subsidy is implemented, with a subsidy of 800 yuan / kW in 2022. According to the information on the official website of Shandong provincial government, at the policy list interpretation meeting, the deputy director of Shandong Provincial Energy Bureau said that he would strongly support the development and construction of offshore wind power. For the offshore wind power projects completed and connected to the grid in 20222024, the provincial finance would subsidize 800 yuan / kW, 500 yuan / kW and 300 yuan / kW respectively, and the subsidy scale would not exceed 2gw, 3.4gw and 1.6gw respectively. Offshore wind power projects that are completed and connected to the grid before the end of 2023 are exempted from the construction or leasing of energy storage facilities. Shandong has become the second province to officially land sea breeze land subsidy after Guangdong, and the subsidy scale is high, which is expected to support the installed capacity of China’s sea breeze this year and next. Recommend Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Ming Yang Smart Energy Group Limited(601615) and parts enterprises with high performance Titan Wind Energy (Suzhou) Co.Ltd(002531) , Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , Shandong Shuangyi Technology Co.Ltd(300690) , Jinlei Technology Co.Ltd(300443) , Riyue Heavy Industry Co.Ltd(603218) .
New energy vehicles: the delivery data of China’s major new energy vehicle enterprises in March increased year-on-year and month on month. Xiaopeng / Weilai / ideal / Zero run / Nezha / gac-e’an delivered 15414 / 9985 / 11034 / 10059 / 12026 / 20317 sets respectively, and the six auto enterprises delivered 78835 sets in total, with a month on month ratio of + 98% and a year-on-year ratio of + 176%. The sales volume of “Wei Xiaoli” Xiaopeng continued to lead, and the sales volume of Nezha ran to a new high. Overall, the sales volume in March was excellent and continued to be optimistic about the new energy vehicle market throughout the year. Sneresearch released the data of global power battery installed capacity in February of 22. The global installed capacity was 25.9gwh, with a year-on-year increase of + 131% and a month on month increase of + 1%; In terms of market share, compared with the pattern in January, the share of Chinese manufacturers decreased slightly due to the impact of the Spring Festival holiday. It is expected that the installed capacity of Chinese manufacturers will gradually return to the normal level in March; The number of Chinese battery factories in the top ten in the world is still six, namely Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , AVIC lithium battery, Gotion High-Tech Co.Ltd(002074) , honeycomb energy and vision AESC. Recently, listed companies have successively disclosed their annual reports for 21 years. The volume and price of the main targets of new energy vehicles have risen simultaneously, and the performance has increased significantly year-on-year. Among the recommended areas, recommendations include the recommendations of the ‘ Contemporary Amperex Technology Co.Limited(300750) ;, Cngr Advanced Material Co.Ltd(300919) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Dynanonic Co.Ltd(300769) , Yunnan Energy New Material Co.Ltd(002812) , etc.
Risk tip: the installed demand of new energy is less than expected, the new energy power generation policy is less than expected, and the macro-economy is less than expected.
