Plate market this week (2022040420220408)
Power equipment and new energy sector: it fell 4.68% last week, ranking 27th in terms of rise and fall, weaker than the market. This week, the nuclear power index fell 3.26%, the wind power index fell 3.75% and the industrial control fell 3.80%. The new energy vehicle index fell 4.41%, the energy storage index fell 4.47%, the lithium battery index fell 4.51%, and the photovoltaic index fell 5.20%.
New energy vehicles: Tesla Austin factory has been put into operation, and the large-scale production expansion plan is clear
er和Semi一系列新产品。’, ‘dstOn April 8, the Tesla Austin factory press conference focused on four themes: factory layout, vertical integrated layout of Texas factory, and production of a BIW in only 45 seconds; Modely assembly, the factory has a mass production capacity of 4680 batteries and the world’s largest die-casting machine; According to the production capacity plan, the full production capacity of Austin plant can reach 1 million vehicles. Musk plans that Tesla‘s delivery volume will account for 20% of the total global automobile delivery volume in the future; It is planned that the main goal in 22 years is to expand production capacity, and a series of new products such as Optimus, cybertruck, roadster and semi will be launched in 23 years.
New energy power generation: local scenery plans have been issued one after another, and offshore wind power has accelerated
So far, 22 provinces, cities and regions including Hebei, Yunnan and Inner Mongolia have announced plans, “The 14th five year plan” “The total planned installed capacity of Fengguang has exceeded 550gw, of which the newly installed capacity of photovoltaic power is more than 288.6gw and the newly increased capacity of wind power is more than 190gw. Recently, Shandong has made clear the subsidy of sea wind power, and the subsidy of 800 / 500 / 300 yuan / kW for the completion of grid connection in 20222024; on April 8, the EPC bidding of Shandong energy Bozhong offshore wind power site B project was opened, requiring the reverse power transmission of offshore booster station to be completed before November 15, 2022 and December 20 Full capacity grid connection
Industrial control and power equipment: affected by the epidemic, industrial control is under short-term pressure, and the investment in power grid during the 14th five year plan is better
Affected by the epidemic, PMI fell slightly below the boom and bust line in March, and manufacturing data such as fixed assets of manufacturing industry and added value of industries above Designated Size from January to February were still good. The planned investment scale of the power grid during the 14th Five Year Plan period of the power grid company has increased significantly compared with that during the 13th Five Year Plan period, and the investment focus is prominent. The completed amount of power grid investment increased significantly from January to February.
Focus this week:
For the sake of ‘ Longi Green Energy Technology Co.Ltd(601012) Hongfa Technology Co.Ltd(600885) .
Risk tips:
The global epidemic lasted longer than expected, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition.
