Industry data
Lithium battery: lithium carbonate 302000 yuan / ton (9.82%); The ternary 622 precursor is 142000 yuan / ton (1.07%), and the lithium iron phosphate precursor is 22000 yuan / ton (0%); RMB 3.622 million yuan / ton (2.12%); Artificial graphite: 51500 yuan / ton (0%); nine μ M wet base film 1.35 yuan / m2 (0%); Lithium hexafluorophosphate 59000 yuan / ton (4.42%).
Photovoltaic: super dense silicon 230 yuan / kg (0%); Single crystal 166 silicon wafer 4.95 yuan / wafer (0%); Single crystal perc166 cell 1.05 yuan / w (0%); Single crystal perc module 1.88 yuan / w (- 1.57%); Coated glass 3.2mm25 yuan / m2 (0%); EVA film 15 yuan / m2 (0%).
Key announcement
Shenzhen Dynanonic Co.Ltd(300769) (300769. SZ) announcement on signing the investment agreement for the production base of new phosphate cathode materials with an annual output of 330000 tons
Ningbo Ronbay New Energy Technology Co.Ltd(688005) (688005. SH) 2021 annual performance forecast / announcement on using raised funds to replace self raised funds invested in advance
Ningbo Shanshan Co.Ltd(600884) (600884. SH) report on public offering of shares
Tongwei Co.Ltd(600438) (605117. SH) announcement of performance increase in 2021
Zhejiang Chint Electrics Co.Ltd(601877) (601877. SH) sold the equity of some industrial and commercial distributed photovoltaic power station project companies
Market trend
Dianxin index rose by – 7.8%, ranking 29th in the industry.
Investment advice
In terms of new energy vehicles, 1) it plans to raise 68.8 billion yuan, and LG new energy will be listed this month; 2) The plant of honeycomb energy Suining base is capped and is expected to be put into operation in June next year; 3) Sodium ion batteries will enter the era of mass production.
In terms of new energy power generation, 1) Tesla and Longji cooperate to use each other’s products in super factories; 2) The three ministries and commissions issued documents to support the construction of rural wind power photovoltaic, giving priority to the planning of large bases and distributed projects; 3) The Ministry of industry and information technology jointly issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025); 4) Anhui Jingke 8gwtopcon battery chip production line is fully connected.
Investment strategy: China Shanxi Guoxin Energy Corporation Limited(600617) automobile has changed from policy guidance to consumption driven mode. Globally, the European market will break out in 2020, China will achieve leapfrog growth in 2021, and the United States is expected to become the new main force in 2022. In the fields of superimposed energy storage, 3C, two wheeled vehicles and electric tools, the demand for lithium batteries is booming, and the prices of resources and materials are rising step by step. The dual carbon goal provides long-term deterministic guidance for renewable energy, and new energy has changed from centralized development to centralized and distributed development. In 2022, the photovoltaic industry will embrace the silicon material price reduction cycle, and the industrial chain price will gradually return to a reasonable range. Lithium battery is optimistic about battery leaders, overseas expansion of new customers and material manufacturers with tight supply and demand and strong bargaining power; It is suggested to grasp the three main lines of “inverter, integration and auxiliary materials”; The power grid pays attention to energy storage, distribution network, UHV, information system, etc; In addition, wind power, hydrogen energy and nuclear power also deserve attention.
Core recommended targets: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Beijing Easpring Material Technology Co.Ltd(300073) , Yunnan Energy New Material Co.Ltd(002812) , Longi Green Energy Technology Co.Ltd(601012) , Tongwei Co.Ltd(600438) , Sungrow Power Supply Co.Ltd(300274) , Nari Technology Co.Ltd(600406) , Ming Yang Smart Energy Group Limited(601615) , Shenzhen Inovance Technology Co.Ltd(300124) .
