Last week’s stock market
Power equipment and new energy sector: it fell 8.31% last week, ranking 19th in terms of rise and fall, weaker than the market. In terms of sub sectors, industrial control automation rose the most last week and energy storage index rose the least.
New energy vehicles: Tesla achieved good results in production and sales, and the Byd Company Limited(002594) Dynasty broke the record
In 2021, Tesla finished perfectly, achieving an output of 930000 units, a year-on-year increase of 82.53%, and a delivery of 936000 units, a year-on-year increase of 87.40%, of which the production and sales of Model3 / y were 906000 units and 911000 units, respectively, a year-on-year increase of 99.16% and 105.92%. Tesla’s global plant capacity is accelerated, and the sales volume is expected to exceed 2 million units in 2022. In 2021, the sales volume of Byd Company Limited(002594) new energy vehicles was 590000, with a year-on-year increase of 231.6%, including ev32.5% 10000, dm27 30000 vehicles, the Byd Company Limited(002594) product matrix will be further improved in 2022, and the expected sales volume is expected to reach 1.5 million vehicles.
New energy power generation: smart photovoltaic is in action, and the wind comes from the sea at the right time
Recently, the Ministry of industry and information technology and other five ministries and commissions issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025). The plan mainly emphasizes two aspects: technological innovation of photovoltaic industry chain; Intelligent optical storage system cooperates and supports the new power system. In terms of wind power, the competitive allocation results of 2.65gw sea breeze project in Jiangsu Province in 2021 are publicized; The bidding for 300MW wind turbine and auxiliary equipment of zheneng Taizhou No. 1 offshore wind farm project was launched.
Industrial control and power equipment: structural opportunities brought by new power systems
The distribution network side is an important link of power grid investment in the 14th five year plan. With the implementation of carbon peak and carbon neutralization goals, the installed capacity of renewable energy power generation continues to grow. With the large proportion of new energy access, the demand for power grid investment and construction will remain high. In addition, with the continuous strengthening of the backbone grid, microgrid and distributed energy system relying on distributed new energy power generation, integrated energy management optimization also have great development potential. During the “14th five year plan” period, the power grid investment is expected to remain high, with emphasis on the distribution network side.
This week’s view
Contemporary Amperex Technology Co.Limited(300750) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Hongfa Technology Co.Ltd(600885) , Yunnan Energy New Material Co.Ltd(002812) , Hunan Zhongke Electric Co.Ltd(300035) , Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Willfar Information Technology Co.Ltd(688100) (communication group coverage)
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 industry competition.
