[morning review]
In the morning, the three major indexes rose collectively. As of the afternoon closing, the Shanghai Composite Index rose 0.38% to 289741 points; The Shenzhen Component Index rose 1.31% to 1034070 points; The gem index rose 1.76% to 218832. On the disk, energy metals, photovoltaic equipment, cement and building materials, batteries, non-metallic materials and other industries were active, while textile and clothing, commercial department stores, food and beverage, real estate services, trade and other sectors led the decline. In terms of concept, the concept sectors such as salt lake lithium extraction, civil explosion, blade battery, hit battery and MLCC performed strongly, while the concept sectors such as tax rebate store, unified market, community group purchase, rental and sale right, Import Expo and so on performed weakly. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 504842 billion yuan.
[afternoon opportunity]
Recently, Beijing Centergate Technologies (Holding) Co.Ltd(000931) energy storage industry technology alliance released the white paper 2022 on energy storage industry research. According to incomplete statistics, by the end of 2021, the cumulative installed capacity of new energy storage followed, with 25.4gw, a year-on-year increase of 67.7%. Among them, lithium-ion batteries occupied an absolute dominant position, with a market share of more than 90%. The cumulative installed capacity of China’s new energy storage reached 5.73gw, a year-on-year increase of 75%. Under the conservative scenario, the cumulative scale of new energy storage is expected to reach 48.5gw in 2026, and the compound annual growth rate (CAGR) from 2022 to 2026 is 53.3%. The market will show a steady and rapid growth trend. In the ideal scenario, with the gradual improvement of the power market and the maturity of the energy storage supply chain and business model, the new energy storage is expected to stand out in the competition with the advantages of short construction cycle, low environmental impact and low site selection requirements. The cumulative average annual growth rate of new energy storage is expected to reach 69.5gw in 20262022, with a compound annual growth rate of 69.5gr.
In addition to new energy vehicles, new energy storage is another important application scenario of lithium-ion batteries. According to the expected data released by the government, whether in a conservative scenario or an ideal scenario, the compound annual growth rate of the cumulative scale of new energy storage in the next five years is more than 50%, and the growth is very strong. Therefore, it is suggested to focus on the relevant targets of the new energy storage industry chain dominated by lithium-ion batteries.
