Plate market this week (2022041120220415)
Power equipment and new energy sector: it fell 7.37% this week, ranking 19th in terms of rise and fall, weaker than the market. The nuclear power index fell 3.48%, the new energy vehicle index fell 5.39%, and the industrial control automation index fell 6.18%. The wind power index fell 7.36%, the lithium battery index fell 7.86%, the photovoltaic index fell 7.87% and the energy storage index fell 8.69%.
New energy vehicles: new energy vehicles are in the process of “tackling difficulties and defending the war” against the epidemic
The Ministry of industry and information technology has taken many measures to support the stable production of enterprises in Shanghai, fully ensure the smooth operation of the industrial chain and supply chain, concentrate resources and give priority to the resumption of work and production of 666 key enterprises in key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine Saic Motor Corporation Limited(600104) printing and distributing the notice on issuing guidelines for epidemic prevention and control of Saic Motor Corporation Limited(600104) resumption of work and production, and actively promoting resumption of work and production; Weilai Hefei factory is gradually restored Contemporary Amperex Technology Co.Limited(300750) implement grid management and make every effort to ensure orderly production.
New energy power generation: steady progress in the integration of wind, solar and energy storage
The state vigorously promotes the construction of “integration of scenery and storage”. According to statistics, the project scale defined in Q1 in 2022 reached 69.29gw, and the project planning of central state-owned enterprises reached 42.49gw, accounting for 61% of the total scale. Among them, China Energy Engineering Corporation Limited(601868) , national energy group and Shanxi International energy ranked in the top three, and the project scale reached 15.54/7.56/7.00gw respectively.
Industrial control and power equipment: affected by the epidemic, industrial control is under short-term pressure, and the investment in power grid during the 14th five year plan is better
The investment logic of industrial enterprises downstream of industrial control is PMI – industrial enterprise profit – inventory. From November 2021 to February 2022, the PMI index remained above the boom and bust line, and the PMI index reached 50.2% in February. PMI index continues to pick up, indicating that the downstream demand of industrial control is picking up, which is expected to drive the growth of demand for upstream industrial control products.
Focus this week:
For the sake of ‘ Longi Green Energy Technology Co.Ltd(601012) Hongfa Technology Co.Ltd(600885) .
Risk tips:
The duration of the global epidemic exceeded expectations, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition
