Core conclusion
The national development and Reform Commission promotes the construction of large clean energy bases, and the photovoltaic industry is expected to maintain rapid development.
Recently, the national development and Reform Commission organized the first inter ministerial joint meeting on the implementation of 102 major projects in the 14th five year plan. Among the 102 major projects, the first one in the energy category is a large clean energy base. The planned clean energy bases in the upper and lower reaches of Jinsha River, Yalong River, kiziwan of the Yellow River, Hexi Corridor, Xinjiang, northern Hebei and Songliao include Cecep Solar Energy Co.Ltd(000591) power generation, hydropower, wind power and other clean energy power generation modes. 102 major projects are an important part of the outline of the 14th five year plan, which has given strong support to the resources required for the expansion of new energy power generation, such as capital and land. With the high attention and support of the state, the development of new energy power generation will maintain high-speed development, continue to be optimistic about photovoltaic development and maintain a high outlook. Recommended Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) . SZ), Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) . SZ), Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH), Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ( Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) . SH).
The penetration rate of 9 Shanxi Guoxin Energy Corporation Limited(600617) cars in Europe increased, and the sales volume of new forces of car making in China increased significantly year-on-year.
From January to March 2022, the cumulative registration of 9 Shanxi Guoxin Energy Corporation Limited(600617) vehicles in Europe was 458000, with a year-on-year increase of + 21.3%. The overall registration in Europe is expected to be about 552000. It is estimated that there will be 3 million vehicles registered in Europe in 2022, a year-on-year increase of + 32.0%. Among them, the registered volume of German Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 151000, with a year-on-year increase of + 6.1%, and the penetration rate of new energy vehicles was 24.2%, with a year-on-year increase of 2.5pct; The registered volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in the UK was 106000, with a year-on-year increase of + 81.0%, and the penetration rate of new energy vehicles was 25.3%, with a year-on-year increase of 11.6pct; The registered volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in France was 73000, with a year-on-year increase of + 18.2%, and the penetration rate of new energy vehicles was 16.0%, with a year-on-year increase of 3.4pct. The penetration rate of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in Europe increased compared with the same period last year. From January to March 2022, the sales volume of new forces in China increased significantly year-on-year. The delivery volume of Weilai was 25768, a year-on-year increase of + 28.5%; The ideal delivery volume was 31716 vehicles, a year-on-year increase of + 152.1%; Xiaopeng delivered 34561 vehicles, a year-on-year increase of + 159.1%. Recommendation recommendations include Contemporary Amperex Technology Co.Limited(300750) Sunwoda Electronic Co.Ltd(300207) ( Sunwoda Electronic Co.Ltd(300207) . SZ), Yunnan Energy New Material Co.Ltd(002812) ( Yunnan Energy New Material Co.Ltd(002812) . SZ), Guangzhou Great Power Energy&Technology Co.Ltd(300438) ( Guangzhou Great Power Energy&Technology Co.Ltd(300438) . SZ).
The number of 22q1 fans increased by + 95% year-on-year, and the demand for fans remained high. According to our incomplete statistics, the bidding volume of 22q1 wind turbine in China was 25.63gw, a year-on-year increase of + 95%; Among them, the bidding volume of onshore fans was 20.63gw, a year-on-year increase of + 58%, and the bidding volume of offshore fans was 5.00gw. In March 22, the bidding volume of wind turbines in China was 7.93gw, with a year-on-year increase of + 23% and a month on month increase of + 155%; The bidding volume of onshore fans was 6.84gw, with a year-on-year increase of + 6% and a month on month increase of + 162%; The bidding volume of offshore wind turbine is 1.10gw, with a month on month ratio of + 119%. The demand for large-scale wind turbine projects continues to increase in China. Under the expectation of offshore wind power parity, we continue to be optimistic about the submarine cable link with excellent competition pattern and value that will not be diluted by large-scale. Recommend Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) . SH), Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH), Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) . SZ), etc.
Risk tips: policy risk, intensified market competition and other risks, supply chain shortage risk, etc
