Core view
Market review: last week, the power equipment sector closed at 8504.4 points, down 6.9%. The Shanghai Composite Index closed at 3086.9 points, down 3.9%; Shenzhen Component Index closed at 110517 points, down 5.1%; Gem closed at 2296.6 points, down 6.7%. Among the sub sections, other power supply equipment II (Shenwan) decreased the least, by 3.4%, and photovoltaic equipment (Shenwan) decreased the most, by 7.3%. Among the wind industry indexes, the wind power generation index had the smallest decline of 4.4%; Photovoltaic glass index fell the most, 6.0%. In terms of individual stocks, the top five gainers were: Jiangsu Yangdian Science & Technology Co.Ltd(301012) up 8.16%, Qingdao Huijintong Power Equipment Co.Ltd(603577) up 6.91%, Zhiyang Innovation Technology Co.Ltd(688191) up 6.27%, Fujian Nanping Sun Cable Co.Ltd(002300) up 5.37%, Sunway Co.Ltd(603333) up 5.35%.
Industrial chain price tracking: the price of polysilicon material this week was 252.00 yuan / kg, which remained unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 166 silicon wafers were 5.64 yuan / piece and 5.50 yuan / piece respectively, which remained unchanged compared with last week; The prices of the first and second tier manufacturers of single crystal 182 silicon wafers were 6.79 yuan / piece and 6.77 yuan / piece respectively, which remained unchanged compared with last week. The first-line price of single crystal perc166 was 1.13 yuan / W, an increase of 0.01 yuan / W or 0.89% compared with last week, and the second-line price was 1.11 yuan / W, which remained unchanged compared with last week. The weekly average price of metallic silicon was 2653 yuan / ton, a decrease of 043 yuan / ton or 1.59% compared with the previous week.
Industry news: Jiangsu Sunshine Co.Ltd(600220) signed a photovoltaic whole industry chain project with Baotou City, Inner Mongolia, with a total investment of 20 billion yuan 3 Hunan Valin Steel Co.Ltd(000932) 10 half heterojunction microcrystalline batteries were delivered in the first batch of overseas orders. Announcement of key companies: Ningbo Orient Wires & Cables Co.Ltd(603606) released the first quarter report of 2022, realizing a revenue of 1.816 billion yuan, a year-on-year increase of 25.60% Huaming Power Equipment Co.Ltd(002270) released the annual report for 2021, and the annual revenue was 1.532 billion yuan, an increase of 12% year-on-year.
Investment suggestion: focus on photovoltaic diamond line: Henan Hengxing Science & Technology Co.Ltd(002132) ( Henan Hengxing Science & Technology Co.Ltd(002132) . SZ); Offshore wind power submarine cable: Baosheng Science And Technology Innovation Co.Ltd(600973) ( Baosheng Science And Technology Innovation Co.Ltd(600973) . SH), Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH); Silicon carbide substrate: Roshow Technoiogy Co.Ltd(002617) ( Roshow Technoiogy Co.Ltd(002617) . SZ); Hydrogen energy: Hongda Xingye Co.Ltd(002002) ( Hongda Xingye Co.Ltd(002002) . SZ).
Risk warning: the sales of new products are less than expected; Increased industry competition risks.
