[national development and Reform Commission: carbon peak and carbon neutralization should be put in a prominent position in environmental resources work in 2022] on the afternoon of January 6, the Environmental Resources Department of the national development and Reform Commission held a special meeting to study carbon peak and carbon neutralization. The meeting required that carbon peak and carbon neutralization should be put in a prominent position in environmental resources work in 2022, Focus on the following aspects: first, accelerate the improvement of the “1 + n” policy system of carbon peak and carbon neutralization. Second, review and connect the implementation plan of carbon peak in various regions. Third, promote breakthroughs in key work. Fourth, promote energy conservation and carbon reduction at a high level. Fifth, consolidate the foundation of carbon peak and carbon neutralization. Sixth, comprehensively carry out international cooperation in addressing climate change.
[the three ministries and commissions issued documents to support the construction of rural wind power photovoltaic and give priority to the planning of large bases and distributed projects] on January 5, the national energy administration, the Ministry of agriculture and rural areas and the National Bureau of Rural Revitalization jointly issued the implementation opinions on accelerating the transformation and development of rural energy and helping rural revitalization. The document made it clear that by 2025, a number of green and low-carbon pilot projects of rural energy, including wind power, Cecep Solar Energy Co.Ltd(000591) , biomass energy The proportion of geothermal energy in rural energy continued to increase. In the poverty relief areas in the central and western regions with resources, priority should be given to the planning and construction of centralized wind power and photovoltaic bases. Support areas with resource conditions, take the county as the unit, adopt the mode of “company + village + farmer”, use farmers\’ idle land and farm house roof to build distributed wind power and photovoltaic power generation, configure a certain proportion of energy storage, spontaneous self use, local consumption, surplus power on the Internet, and farmers can obtain stable rental or electricity income.
[Henan: the Zhengbian Luopu hydrogen corridor is planned to be built in 2022 to speed up the research and development of the whole hydrogen energy industry chain] on January 6, the people’s Government of Henan Province issued the 2022 government work report (review version). The report points out: 1. Focus on key fields such as hydrogen energy and new energy storage frontier and new materials. Plan to build hydrogen energy corridors in Zhengzhou, Kaifeng, Luoyang and Puyang, and accelerate the R & D and integrated layout of the whole hydrogen energy industry chain; 2. We will expand the new energy vehicle industry in the direction of electrification, intelligence and networking. The second phase project of SAIC passenger car Zhengzhou base was completed, the construction of Yutong new energy commercial vehicle project was started, and the industrial cooperation with FAW and Dongfeng Group was promoted. At the end of the 14th five year plan, the output of passenger cars reached 3 million, new energy vehicles accounted for more than 30%, and the industrial scale reached 500 billion yuan.
According to the data of Shanghai Nonferrous Metals network, on January 7, the mainstream quotation of electrolytic cobalt in China was 498000-498000 yuan / ton, and the average price increased by 7000 yuan / ton compared with last week. Cobalt sulfate was reported at 102500-103500 yuan / ton, with an average price of 10000 yuan / ton higher than last week. Co3O4 was reported at 399-403000 yuan / ton, with an average price of 8500 yuan / ton higher than last week. In terms of cobalt, the pressure of overseas shipping is large, the inventory of superimposed traders is small, the supply of intermediate products is scarce, and the price may rise slightly; The downstream of electric cobalt is ready to purchase goods before the year, superimposed on the head enterprises to reduce production, and the price of electric cobalt is expected to rise slightly before the year. [lithium] according to the data of Shanghai Nonferrous Metals network, on January 7, the quotation of metal lithium was 1.52-1.57 million yuan / ton, with the average price rising by 210000 yuan / ton compared with last week. The mainstream price of battery grade lithium carbonate was reported as 298000-306000 yuan / ton, with an average price increase of 27000 yuan / ton compared with last week. The quotation of battery grade lithium hydroxide (coarse particle) is 245000-254000 yuan / ton, and the average price is 20000 yuan / ton higher than last week. The quotation of head electric carbon enterprises is sporadic. It is expected that the signing amount will be reduced before January 31, and the inventory in Qinghai will be released slightly, and the quotation will rise significantly. At present, the downstream goods preparation situation is not optimistic. It is expected that the order inquiry and purchase demand will continue. At the end of January, some downstream manufacturers may passively reduce production due to the shortage of lithium carbonate raw materials. [ternary material] according to the data of Shanghai Nonferrous Metals network, on January 7, the mainstream price of ternary material (type 523) was 255000-262000 yuan / ton, and the average price increased by 14500 yuan / ton compared with last week. The quotation of ternary precursor (type 523) is 126000-128000 yuan / ton, with an average price increase of 0500 yuan / ton compared with last week. Due to the upward price of cobalt salt and lithium, the price of ternary materials is expected to continue to rise along with the cost side. [lithium iron phosphate cathode] according to the data of Shanghai Nonferrous Metals network, on January 7, the price of lithium iron phosphate (power type) was 110000-115000 yuan / ton, and the average price increased by 35000 yuan / ton compared with last week. The price of lithium iron phosphate (energy storage type) is 105000-109000 yuan / ton, with an average price increase of 4000 yuan / ton compared with last week. The price of lithium salt at the raw material end rose, pushing up the cost of lithium iron phosphate. On the demand side, battery enterprises stock up at the end of the year. The substitution of iron lithium for ternary lithium manganate in small power is still continuing, and the power demand is rising. The price of lithium iron phosphate is expected to rise sharply in the future. It is suggested to pay active attention to: Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Beijing Easpring Material Technology Co.Ltd(300073) , Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Jiangsu Cnano Technology Co.Ltd(688116) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) .
[silicon wafer prices rebounded slightly and battery demand improved slightly] according to pvinfolink data, on January 5, the mainstream quotation of [silicon material] polysilicon compact was 230000 yuan / ton, with the average price unchanged compared with last week. The new capacity of silicon material link has been put into operation one after another, and the monthly new supply has increased slightly month on month, but it still takes time for the new capacity to climb and release completely. [silicon wafer] the mainstream quotation of single crystal silicon wafer 166mm is 4.950 yuan / PC, and the average price is the same as last week. The mainstream quotation of 182mm monocrystalline silicon wafer is 5.800 yuan / PC, with the average price rising by 1.8% compared with last week. The mainstream quotation of 210mm monocrystalline silicon wafer is 7.700 yuan / PC, with the average price down 3.8% from last week. The price of silicon wafer is expected to return to a relatively stable level due to the combined impact of the boost of downstream demand, the concentration of demand in the short term and the acceleration of upstream and downstream destocking. [cell] the mainstream quotation of 166mm single crystal perc cell is 1.050 yuan / W, and the average price is the same as last week. The mainstream quotation of 182mm single crystal perc battery is 1.080 yuan / W, and the average price is the same as last week. The mainstream quotation of 210mm single crystal perc battery is 1.035 yuan / W, with the average price down 1.4% compared with last week. In January, the operating rate of battery chips was correspondingly increased to 60% – 70%. The increased demand for silicon chips at the battery end also led to a slight rebound in the price of upstream silicon chips. The battery chip manufacturers are also brewing a rise and expect the price of M6 / M10 / G12 battery chips to be increased by 1-2 cents per watt. [components] the mainstream quotation of 365-375 / 440-450w single crystal perc components is 1.850 yuan / W, and the average price is the same as last week. The mainstream quotation of 182mm single crystal perc module is 1.880 yuan / W, and the average price is the same as last week. After the supply chain price is gradually stabilized by silicon material, the component price is also temporarily stable. [photovoltaic glass] the mainstream price of 3.2mm coating was reported as 25.0 yuan / m2, and the average price decreased by 3.8% compared with last week. The mainstream quotation of 2.0mm coating is 19.2 yuan / m2, and the average price is 4.0% lower than that of last week. Key recommendations: Kbc Corporation Ltd(688598) , Hangzhou First Applied Material Co.Ltd(603806) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Shanghai Aiko Solar Energy Co.Ltd(600732) , Longi Green Energy Technology Co.Ltd(601012) , Xinjiang Daqo New Energy Co.Ltd(688303) , Tongwei Co.Ltd(600438) . It is suggested to pay active attention to: Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Wuxi Shangji Automation Co.Ltd(603185) , Suzhou Maxwell Technologies Co.Ltd(300751) , Flat Glass Group Co.Ltd(601865) .
Risk warning: the policy is not as expected; The recovery of China’s photovoltaic demand is less than expected; The sales volume of new energy vehicles recovered less than expected; The impact of overseas epidemic continues.
