Industry data
Lithium battery: lithium carbonate 461500 yuan / ton (- 1.18%); The ternary 622 precursor is 162500 yuan / ton (- 0.91%), and the lithium iron phosphate precursor is 24500 yuan / ton (2.04%); Sanyuan 622 cathode 378000 yuan / ton (- 1.05%); Lithium hexafluorophosphate 385000 yuan / ton (- 7.23%).
Photovoltaic: super dense silicon material 255 yuan / kg (1.19%); Single crystal 166 silicon wafer 5.64 yuan / wafer (0%); Single crystal perc166 cell 1.13 yuan / w (0%); Single crystal perc module 1.86 yuan / w (0%); Coated glass 3.2mm27 5 yuan / m2 (0%); EVA film 14.5 yuan / m2 (0%).
Key announcement
\u3000\u30 Shaanxi Zhongtian Rocket Technology Co.Ltd(003009) 19 Hunan Zhongke Electric Co.Ltd(300035) Jiangsu Cnano Technology Co.Ltd(688116) Shenzhen Capchem Technology.Ltd(300037) Gotion High-Tech Co.Ltd(002074) Shenzhen Senior Technology Material Co.Ltd(300568) Gem Co.Ltd(002340) Eve Energy Co.Ltd(300014) Ningbo Shanshan Co.Ltd(600884) Nuode Investment Co.Ltd(600110) Shenzhen Kedali Industry Co.Ltd(002850) 3 Cccg Real Estate Corporation Limited(000736) 88388 Pylon Technologies Co.Ltd(688063) Tongwei Co.Ltd(600438) Longi Green Energy Technology Co.Ltd(601012) Dajin Heavy Industry Co.Ltd(002487) Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) Nari Technology Co.Ltd(600406) Shenzhen Inovance Technology Co.Ltd(300124) Ginlong Technologies Co.Ltd(300763) Ja Solar Technology Co.Ltd(002459) Shanghai Liangxin Electrical Co.Ltd(002706) Jiangsu Linyang Energy Co.Ltd(601222) Riyue Heavy Industry Co.Ltd(603218) Zhejiang Chint Electrics Co.Ltd(601877) Tianjin Zhonghuan Semiconductor Co.Ltd(002129) Arctech Solar Holding Co.Ltd(688408) Ningbo Deye Technology Co.Ltd(605117) Risen Energy Co.Ltd(300118) / Hangzhou First Applied Material Co.Ltd(603806) / Hemei shares / Xinjiang Goldwind Science And Technology Co.Ltd(002202) / Jingke energy / Ming Yang Smart Energy Group Limited(601615) / Titan Wind Energy (Suzhou) Co.Ltd(002531) : annual report of 2021 / report of the first quarter of 2022
Market trend
Dianxin index rose 1.7% this week, ranking second in the industry. Since the beginning of the year, the absolute return of Galaxy stock pool has been – 23.15%, and the relative return has been + 8.46%.
Investment advice
In terms of new energy vehicles, 1) Guangdong encourages the purchase of new energy vehicles; 2) No battery pack CTC technology in the first Zero run, and the endurance is increased by 10%; 3) In the first quarter of 2022, Hainan promoted more than 20000 new energy vehicles, with a year-on-year increase of 325%; 4) The State Council supports the accelerated development of new energy vehicles and carries out new energy vehicles to the countryside; 5) Fujian Province issued the development plan of new energy vehicle industry.
In terms of new energy power generation, 1) polycrystalline silicon increased continuously for 15 years, with a maximum of 260000 yuan / ton; 2) Guoneng Rixin successfully landed on the A-share gem; 3) The master plan of the first zero carbon industrial park on the Qinghai Tibet Plateau passed the expert review; 4) The national development and Reform Commission issued the measures for the management of power reliability.
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. In 2022, China’s installed capacity of 1-3 moonlight volts was 13.2gw, a year-on-year increase of 147%. It is suggested to grasp “inverter, auxiliary materials and new technology”, and recommend Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH), Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) . SZ), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) . SZ), Ginlong Technologies Co.Ltd(300763) ( Ginlong Technologies Co.Ltd(300763) . SZ), Jingke energy (688223. SH), Tongwei Co.Ltd(600438) ( Tongwei Co.Ltd(600438) . SH), etc. 2) Energy storage: a key link in energy transformation. It is recommended that Pylon Technologies Co.Ltd(688063) ( Pylon Technologies Co.Ltd(688063) . SH), Hemai shares (688032. SH), etc.
From the perspective of long-term value, 1) lithium battery: electric vehicles will maintain a high outlook in 2022, thus stimulating the demand for lithium battery. However, due to the epidemic in the short term, insufficient supply of automobile industry chain, rising prices of raw materials and poor transportation have become the focus of market attention. Fluctuations in leading performance have also exacerbated market concerns. It is recommended to pay attention to battery faucets Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ), Eve Energy Co.Ltd(300014) ( Eve Energy Co.Ltd(300014) . SZ), etc; Grasp two main lines in the material link: expand new customers overseas, recommend Beijing Easpring Material Technology Co.Ltd(300073) ( Beijing Easpring Material Technology Co.Ltd(300073) . SZ), Cngr Advanced Material Co.Ltd(300919) ( Cngr Advanced Material Co.Ltd(300919) . SZ), Shenzhen Kedali Industry Co.Ltd(002850) ( Shenzhen Kedali Industry Co.Ltd(002850) . SZ), etc; 35. 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 has been steadily promoted, and the digital transformation of power grid will deeply embrace new technologies and models. Pay attention to leaders in the field of information automation State Grid Information&Communication Co.Ltd(600131) ( State Grid Information&Communication Co.Ltd(600131) . SH) and Nari Technology Co.Ltd(600406) ( Nari Technology Co.Ltd(600406) . SH), etc.
