Market review: last week, the power equipment sector closed at 9861.2 points, down 4.7%. The Shanghai Composite Index closed at 3251.9 points, down 0.9%; Shenzhen Component Index closed at 119593 points, down 2.2%; Gem closed at 2569.9 points, down 3.6%. Among the sub sections, wind power equipment (Shenwan) decreased the least, by 2.9%, and photovoltaic equipment (Shenwan) decreased the most, by 4.8%. Among the wind industry indexes, the photovoltaic glass index had the smallest decline of 1.2%; The photovoltaic index fell the most, at 5.2%. In terms of individual stocks, the top five gainers were: Tellhow Sci-Tech Co.Ltd(600590) up 8.76%, Jiangsu Yangdian Science & Technology Co.Ltd(301012) up 8.67%, Galaxy Biomedical Investment Co.Ltd(000806) up 7.94%, Qingdao Huijintong Power Equipment Co.Ltd(603577) up 5.23%, Ningbo Sanxing Medical Electric Co.Ltd(601567) up 3.15%.
Industrial chain price tracking: the price of polysilicon material this week was 252.00 yuan / kg, which remained unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 166 silicon wafers were 5.64 yuan / piece and 5.50 yuan / piece respectively, up 0.14 yuan / piece and 0.05 yuan / piece respectively compared with last week, up 2.55% and 0.92% respectively; The price of single crystal 182 silicon wafer first-line manufacturers was 6.79 yuan / piece, up 0.14 yuan / piece or 2.11% compared with last week, and the price of second-line manufacturers was 6.68 yuan / piece, unchanged from last week. The price of single crystal perc166 first and second-line is 1.12 and 1.11 yuan / W, which remains unchanged compared with last week. The weekly average price of metallic silicon was 27600 yuan / ton, a decrease of 071000 yuan / ton or 2.51% compared with the previous week.
Industry news: Jingke’s total investment is 10.8 billion yuan, and the project is located in Shangrao, Jiangxi Province Byd Company Limited(002594) , Yangzhou Jinghua, etc. were shortlisted for the centralized procurement project of photovoltaic modules in Zhengzhou airport.
Announcement of key companies: Ming Yang Smart Energy Group Limited(601615) released the announcement of pre increase of performance in the first quarter, and the net profit increased by 408.02% – 505.72% at the same time Qingdao Gaoce Technology Co.Ltd(688556) signed the investment agreement of Jianhu (phase II) 10GW photovoltaic large silicon wafer 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.
