Lithium battery: Contemporary Amperex Technology Co.Limited(300750) was selected into the list of time magazine, and sodium ion battery attracted attention again. Recently Contemporary Amperex Technology Co.Limited(300750) was selected into the list of "100 most influential enterprises" by time magazine. Time magazine believes that Contemporary Amperex Technology Co.Limited(300750) revolutionized the launch of sodium ion batteries and will form a basic industrial chain in 2023, which subverts the existing technology pattern and creates a rich imagination space for the future development of the new energy industry Contemporary Amperex Technology Co.Limited(300750) this selection fully reflects the achievements of Contemporary Amperex Technology Co.Limited(300750) in the battery field, especially the introduction of sodium ion battery, which will further consolidate Contemporary Amperex Technology Co.Limited(300750) in the battery field Contemporary Amperex Technology Co.Limited(300750) 2021 the first generation of sodium ion battery released in July. The energy density of the single cell reaches 160wh / kg. It can be charged for 15 minutes at room temperature and can be fully charged with 80% of the electricity. It has excellent low-temperature performance, and the discharge retention rate reaches 90% in the environment of minus 20. In addition, the biggest advantage of sodium ion battery lies in its cost, Contemporary Amperex Technology Co.Limited(300750) indicates that it will form a basic industrial chain in 2023. Due to the maturity of the industrial chain, sodium ion battery needs to expand its industrial scale to approach the theoretical cost. With the price of lithium carbonate stabilizing at a high level, the cost advantage of sodium ion over lithium ion will be realized earlier. The application of sodium ion battery in the future will give full play to the advantages of sodium ion battery, especially in the field of immature energy storage system, which can give full play to the advantages of sodium ion battery. The policy level is also actively promoting the development of sodium ion batteries. In its reply to the proposal on vigorously developing sodium ion batteries in China No. 4815 of the fourth session of the 13th National Committee of the Chinese people's Political Consultative Conference, the Ministry of industry and information technology clearly expressed its support for the development of new battery industries such as sodium ion batteries. In addition to Contemporary Amperex Technology Co.Limited(300750) , Chinese companies such as zhongkehaina and sodium innovative energy are also actively carrying out capacity construction. With the joint efforts of all parties, the sodium ion battery industry chain will develop rapidly and is expected to become a new growth pole of the battery industry.
Photovoltaic: the quotation of silicon materials and silicon wafers will go up this week, and the price of batteries and modules is expected to be favorable. Recently, the price of silicon material has been strong, rising to 249 yuan / kg, the quotation of silicon wafer has increased, and the pressure on the downstream has increased slightly. At present, it is judged that it has not had a qualitative impact; Downstream battery and component enterprises are expected to follow up with favorable prices, and the cost advantage of head enterprises is obvious. It is expected that the industry concentration will continue to increase; The quotation of photovoltaic glass rose this week. The prices of 3.2mm and 2.0mm glass increased by 1.5 yuan / square meter and 1.15 yuan / square meter respectively. The single average net profit of the head glass manufacturer is expected to be repaired to about 4 yuan / square meter.
Hydrogen energy: this week, the detailed rules for local subsidies of Beijing and Inner Mongolia Eerduosi Resources Co.Ltd(600295) fuel cell vehicle demonstration urban agglomeration were officially implemented. Beijing's vehicle purchase subsidy shall be implemented according to the national subsidy: Land subsidy of 1:1 Inner Mongolia Eerduosi Resources Co.Ltd(600295) will be rewarded to vehicle purchasers after supporting with the national reward fund in the proportion of 1:1. The supporting reward fund of the city will be borne by the municipal level and the flag area of vehicle registration in the proportion of 1:1 to guide the reduction of hydrogenation cost. From 2022 to 2025, it will be implemented according to the standards of 30 yuan / kg, 18 yuan / kg, 11 yuan / kg and 3 yuan / kg respectively
Investment suggestions: the lithium industry recommends the core assets of the industrial chain Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) , and has strong α For Hunan Zhongke Electric Co.Ltd(300035) , it is recommended to pay attention to the leading links Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Cngr Advanced Material Co.Ltd(300919) , and early oversold varieties such as copper foil links Guangdong Jiayuan Technology Co.Ltd(688388) , Nuode Investment Co.Ltd(600110) ; The high demand from the photovoltaic industry in the high demand in the photovoltaic industry supports the high water mark in the price of photovoltaic products. The high demand from the high demand in the photovoltaic industry supports the high water mark in the price of photovoltaic products. The high demand in the photovoltaic industry supports the high water mark in the high water mark in the high water mark of the price of photovoltaic products. It's recommended to recommend a new type of integrated leader for battery emissions, such as 601 Longi Green Energy Technology Co.Ltd(601012) 012 \, Ginlong Technologies Co.Ltd(300763) , high demand supports the silicon link with continuous high product prices, For example, Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) ; The inflection point of hydrogen fuel cell vehicles in the hydrogen energy industry has appeared. It is suggested to pay attention to the current highly industrialized sector, the leader of hydrogen fuel cell testing equipment Hefei Kewell Power System Co.Ltd(688551) , and Shanxi Meijin Energy Co.Ltd(000723) , Beijing Sinohytec Co.Ltd(688339) .
Risk tip: the sales volume of new energy vehicles is lower than expected; The price of raw materials continues to rise; Macroeconomic fluctuations; Industry policy changes.
