Industry data
Lithium battery: lithium carbonate 494000 yuan / ton (- 1.5%); The ternary 622 precursor is 162000 yuan / ton (0%), and the lithium iron phosphate precursor is 24000 yuan / ton (0%); RMB 3.622 million yuan / ton (0%); Artificial graphite: 51500 yuan / ton (0%); nine μ M wet base film 1.42 yuan / m2 (0%); Lithium hexafluorophosphate 435000 yuan / ton (- 2.25%).
Photovoltaic: super dense silicon material 252 yuan / kg (0.0%); Single crystal 166 silicon wafer 5.64 yuan / wafer (0.0%); C10.66 yuan / single crystal battery (perc10.1%); Single crystal perc module 1.86 yuan / w (0.0%); Coated glass 3.2mm 27.5 yuan / m2 (0.0%); EVA film 14.5 yuan / m2 (0.0%).
Market trend
Dianxin index rose – 6.5%, ranking 29th in the industry. Since the beginning of the year, the absolute return of Galaxy stock pool has been – 24.34%,
Key announcement
\5) / China Xd Electric Co.Ltd(601179) ( China Xd Electric Co.Ltd(601179) ) / Sieyuan Electric Co.Ltd(002028) ( Sieyuan Electric Co.Ltd(002028) ) / China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) ( China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) ) / Baoding Tianwei Baobian Electric Co.Ltd(600550) ( Baoding Tianwei Baobian Electric Co.Ltd(600550) ): annual report of 2021
Zhongwei shares ( Cngr Advanced Material Co.Ltd(300919) ) / dangsheng Technology ( Beijing Easpring Material Technology Co.Ltd(300073) ) / putilai ( Shanghai Putailai New Energy Technology Co.Ltd(603659) ): performance forecast and investment suggestions for the first quarter of 2022
In terms of new energy vehicles, 1) the vehicle factory may face the risk of shutdown in May; 2) In March, 484000 new energy vehicles were sold; 3) Ningde Ministry of industry and information technology: issue pass to ensure the timeliness of Contemporary Amperex Technology Co.Limited(300750) at each high-speed checkpoint; 4) Tesla‘s first new energy vehicle with 4680 battery was officially delivered; 5) Byd Company Limited(002594) into hydrogen fuel cells; 6) Vision power has built a battery factory in the United States.
In terms of new energy power generation, 1) the CPC Central Committee and the State Council: build a national unified energy market; 2) National Development and Reform Commission: moderately advance the construction of energy infrastructure; 3) National Development and Reform Commission: improve the energy storage cost compensation mechanism; 4) The prices of silicon and battery chips have risen; 5) The “fourteenth five year plan” of Guangdong energy was determined; 6) Portugal’s new government ahead of renewable energy targets.
Investment strategy: from the perspective of short-term game, 1) photovoltaic: the international situation is turbulent, the war between Russia and Ukraine is escalating, the global demand for getting rid of the constraints of traditional resources such as oil and natural gas is strong, and the value of new energy is prominent. China’s 1-2 moonlight volt installed capacity was 10.86gw, a year-on-year increase, exceeding market expectations. It is suggested to grasp “inverter, integration and auxiliary materials”, and recommend Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) ), Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) ), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) ), Ginlong Technologies Co.Ltd(300763) ( Ginlong Technologies Co.Ltd(300763) ), Hangzhou First Applied Material Co.Ltd(603806) ( Hangzhou First Applied Material Co.Ltd(603806) ), Xinjiang Daqo New Energy Co.Ltd(688303) ( Xinjiang Daqo New Energy Co.Ltd(688303) ), etc. 2) Energy storage: a key link in energy transformation. It is recommended that Pylon Technologies Co.Ltd(688063) ( Pylon Technologies Co.Ltd(688063) ), Ginlong Technologies Co.Ltd(300763) ( Ginlong Technologies Co.Ltd(300763) ), Hemai Co., Ltd. (688032), etc. From the perspective of long-term value, 1) lithium battery: in 2022, electric vehicles will maintain high popularity, thus stimulating the demand for lithium battery. However, due to the epidemic in the short term, the insufficient supply of automobile industry chain has become the focus of the market. Recommended battery taps Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) ), Eve Energy Co.Ltd(300014) ( Eve Energy Co.Ltd(300014) ), etc; Grasp two main lines in the material link: expand new customers overseas, Beijing Easpring Material Technology Co.Ltd(300073) ( Beijing Easpring Material Technology Co.Ltd(300073) ), Cngr Advanced Material Co.Ltd(300919) ( Cngr Advanced Material Co.Ltd(300919) ), Shenzhen Kedali Industry Co.Ltd(002850) ( Shenzhen Kedali Industry Co.Ltd(002850) ), etc; Tight supply and demand, strong bargaining power, Yunnan Energy New Material Co.Ltd(002812) ( Yunnan Energy New Material Co.Ltd(002812) ), Shenzhen Dynanonic Co.Ltd(300769) ( Shenzhen Dynanonic Co.Ltd(300769) ), Hunan Zhongke Electric Co.Ltd(300035) ( Hunan Zhongke Electric Co.Ltd(300035) ), Ningbo Shanshan Co.Ltd(600884) ( Ningbo Shanshan Co.Ltd(600884) ), Jiangsu Cnano Technology Co.Ltd(688116) ( Jiangsu Cnano Technology Co.Ltd(688116) ), etc. 2) Power grid: under the background of “steady growth”, in line with the great development of new energy, the power grid has ushered in a golden development period. The new infrastructure of electric power will advance steadily, and the digital transformation of power grid will deeply embrace new technologies and models. Recommend leaders in the field of information automation State Grid Information&Communication Co.Ltd(600131) ( State Grid Information&Communication Co.Ltd(600131) ) and Nari Technology Co.Ltd(600406) ( Nari Technology Co.Ltd(600406) ), etc.
