In March, the bidding volume increased by 691.51% year-on-year, and the demand for photovoltaic bidding remained high. According to the statistics of gaixi consulting, the bidding volume in March 2022 was 21.63gw, a month on month increase of + 124.76% and a year-on-year increase of + 691.51%. In 2022, the cumulative bidding volume of photovoltaic projects was 61.53gw, a year-on-year increase of 235.36%.
In terms of winning the bid, the scalar was 16.59gw in mid March 2022, with a month on month increase of 93.22% and a year-on-year increase of 998.70%. In 2022, the cumulative scalar of photovoltaic projects was 27.38gw, a year-on-year increase of 392%. In terms of bid winning price, the trend of EPC price in March was differentiated. The average price of ground power station was 3.38 yuan / watt, down 0.2 yuan / watt from the previous month, and distributed power station was 4.22 yuan / watt, up 0.07 yuan / watt from the previous month. As of March 2022, the mainstream average price of ≥ 540W double-sided double glass modules is 1.876-1.89 yuan / W, which is slightly higher than the overall bid winning price in February. On the whole, both bidding and winning the bid increased significantly in March, and the photovoltaic bidding project still maintained a high outlook. According to the delivery time of the bid winning project, the delivery peak in the first half of 22 years is April and may, and the peak in the second half of 22 years is after July. It is expected that the photovoltaic demand in the whole year of 22 years is still strong. Recommended Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) . SZ), Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) . SZ), Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH), Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ( Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) . SH).
China Shanxi Guoxin Energy Corporation Limited(600617) automobile production and sales continued to maintain high growth, and the electric vehicle industry chain continued to flourish. In March, the sales volume of new energy vehicles continued to maintain high growth and continued to be optimistic about the high boom development of the electric vehicle industry chain. According to the data of China Automobile Association, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in mid March of 22 years were 465000 and 484000 respectively, with a year-on-year increase of 142.0% and 114.1%, and a month-on-month increase of 25.4% and 43.9% respectively. In terms of segment models, the production and sales of new energy passenger vehicles in March were 443000 and 461000 respectively, with a year-on-year increase of 144.1% and 117.0%, and a month-on-month increase of 24.2% and 42.3%; The production and sales of new energy commercial vehicles were 23000 and 24000 respectively, with a year-on-year increase of 101.9% and 69.5%, and a month-on-month increase of 55.9% and 82.5%. Recommended Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ), Shenzhen Kedali Industry Co.Ltd(002850) ( Shenzhen Kedali Industry Co.Ltd(002850) . SZ), Yunnan Energy New Material Co.Ltd(002812) ( Yunnan Energy New Material Co.Ltd(002812) . SZ).
The national development and Reform Commission plans to build the Beibu Gulf offshore wind power base and is optimistic about the future development of offshore wind power. Recently, the national development and Reform Commission issued the implementation plan of the 14th five year plan for the construction of Beibu Gulf Urban Agglomeration. The implementation plan proposes to accelerate the construction of a diversified low-carbon clean energy system, build an offshore wind power base in the Beibu Gulf, and promote the construction of offshore wind farms in Yangjiang Shaba, Zhanjiang wailuo, Qinzhou and Western Hainan. Offshore wind power has the advantages of being close to the power load center and stable output. With the continuous promotion of large-scale cost reduction, the economy of offshore wind project is expected to continue to improve. With the superposition of relevant policy support, offshore wind power is expected to usher in rapid development. Recommend Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) . SH), Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH), etc.
Risk tips: policy risk, intensified market competition and other risks, supply chain shortage risk, etc
