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: Germany continues to increase the demand for photovoltaic installed capacity, which is expected to reach 215gw by 2030, and the average annual new installed capacity will exceed 17gw in the next nine years. According to PV tech, Germany China Pavilion has approved the “easterpackage” plan, which proposes that 80% of Germany’s electricity will be supplied by renewable energy by 2030. In order to achieve this goal, Germany’s photovoltaic installed capacity needs to reach 215gw by 2030, exceeding the previously set target of 200GW. By the end of 2021, Germany’s photovoltaic installed capacity is 59gw, which means that the annual new installed capacity needs to exceed 17gw from 2022 to 2030, while Germany’s new installed capacity in 2021 is only 5.2gw. According to the official forecast released by the German Ministry of economic affairs and climate action, the new photovoltaic installed capacity in Germany will reach 7, 9, 13, 18 and 22gw respectively from 2022 to 2026. At present, the increasingly stringent climate and energy targets of European countries are an important driving force for the higher than expected growth of photovoltaic installed demand. 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 / energy storage: Shandong has determined the 3.1gw demonstration project, and the large-scale development of energy storage has accelerated, with a compound growth rate of nearly 70% in the next five years. On April 7, Shandong Energy Bureau issued the publicity of energy storage demonstration projects in 2022. According to the publicity of demonstration projects, Shandong Province has determined about 3.1gw energy storage demonstration projects (including lithium battery, air energy storage, etc.), with a scale of more than 7gwh and a volume exceeding expectations. Since 2021, more than 20 provinces in China have issued new energy allocation and storage policies. The allocation proportion is mostly 5% – 20%, and the allocation time is 1-2 hours. The total installed capacity of new wind power + photovoltaic in 2022 is expected to be about 140gw. According to a simple calculation of 10% / 2h, the installed capacity of new energy storage on the corresponding power generation side is about 28gwh. According to the data of Gaogong lithium battery, in 2021, China’s electric energy storage shipment was 18gwh, with a significant year-on-year increase. It is expected that by 2026, benefiting from the wave of energy transformation, China’s electric energy storage shipment will reach 231gwh, cagr67%, and the energy storage industry will usher in large-scale and rapid development. 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) .
er也将在新工厂生产；新产品方面，特斯拉 Siasun Robot&Automation Co.Ltd(300024) V1Optimus第一代有望于2023年上市，无人驾驶出租车Robotaxi提上日程；另外，2022年特斯拉将扩大其自动驾驶系统FSDBeta在北美地区的测试范围。欧洲主要七国公布3月销量，德国61762辆，环比+24%；英国55352辆，环比+267%；法国31525辆，环比-24%；瑞典15950辆，环比+46%；挪威14930辆，环比+113%；意大利10594辆，环比+23%；西班牙6859辆，环比+0.3%。3月份欧洲七国合计销量19.7万辆，环比+41%，同比+6%；22Q1欧洲七国合计销量45.0万辆，环比-16%，同比+23%。推荐方面，推荐 Contemporary Amperex Technology Co.Limited(300750) Shanghai Putailai New Energy Technology Co.Ltd(603659) Eve Energy Co.Ltd(300014) Hunan Changyuan Lico Co.Ltd(688779) Ningbo Ronbay New Energy Technology Co.Ltd(688005) Shandong Fengyuan Chemical Co.Ltd(002805) Shandong Weida Machinery Co.Ltd(002026) Guangzhou Tinci Materials Technology Co.Ltd(002709) 3 China Zhenhua (Group) Science & Technology Co.Ltd(000733) 00919 Hunan Zhongke Electric Co.Ltd(300035) Shenzhen Dynanonic Co.Ltd(300769) Yunnan Energy New Material Co.Ltd(002812) 等。’, ‘dstNew energy vehicles: Tesla Austin factory in Texas was officially opened, and the global total production capacity impacted 2 million vehicles. Sales in seven European countries increased by 41% month on month in March. On April 7, the Austin plant in Tesla, Texas was officially opened, with a planned capacity of 500000 modelys, and a number of new models will be put into operation from 2023. Musk also mentioned at the opening ceremony: in terms of new technology, Austin factory will produce 4680 batteries and apply CTC technology and integrated die casting technology; In terms of new models, Tesla pure electric pickup truck cybertruck is expected to be put into operation in 2023, and Tesla electric truck semitruck and electric super running roadster will also be produced in the new factory; In terms of new products, the first generation of Tesla Siasun Robot&Automation Co.Ltd(300024) v1optimus is expected to be launched in 2023, and the driverless taxi robotaxi is put on the agenda; In addition, Tesla will expand the testing range of its automatic driving system FSDBeta in North America in 2022. Seven major European countries announced sales in March, with 61762 vehicles in Germany, a month on month increase of + 24%; 55352 vehicles in the UK, a month on month increase of + 267%; 31525 vehicles in France, Mom – 24%; 15950 vehicles in Sweden, a month on month increase of + 46%; 14930 vehicles in Norway, a month on month increase of + 113%; 10594 vehicles in Italy, a month on month increase of + 23%; 6859 vehicles in Spain, up + 0.3% month on month. In March, the total sales volume of seven European countries was 197000, with a month on month increase of + 41% and a year-on-year increase of + 6%; The total sales volume of seven European countries in 22q1 was 450000, with a month on month increase of – 16% and a year-on-year increase of + 23%. 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.
