Repowereu plans to propose the goal of 600gw photovoltaic grid connection, and the photovoltaic demand in Europe remains high. On May 18, the European Commission announced the “EU renewable energy plan”, and raised the renewable energy target from 40% to 45% by 2030. The plan can be divided into four points: (1) the EU announced that it would expand the EU Cecep Solar Energy Co.Ltd(000591) photovoltaic grid connection target to 600 GW by 2030 under the guidance of the REpower EU plan (2) After 2029, all residential buildings will be forced to use Cecep Solar Energy Co.Ltd(000591) , and all buildings should be prepared to use Cecep Solar Energy Co.Ltd(000591) . (3) Under the REpower EU plan, the EU will adjust regulations to ensure that all buildings can be used for photovoltaic installation, and limit the application procedures for roof photovoltaic installation to no more than 3 months. (4) Announced the establishment of the EU Cecep Solar Energy Co.Ltd(000591) photovoltaic industry alliance as a coordinating body for all stakeholders in the Cecep Solar Energy Co.Ltd(000591) manufacturing chain. The repowereu plan defines the future development direction and development objectives of the EU photovoltaic industry from all aspects. Under the guidance of strong support policies, it is expected that the prosperity of photovoltaic demand in Europe will be further improved, which is beneficial to China’s battery module export.
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), Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) . SZ).
The lithium electric vehicle industry maintained a year-on-year growth in output. In April 2022, China’s output of ternary cathode was 36000 tons, with a month on month increase of – 9.5% and a year-on-year increase of + 24.5%; The output of lithium iron phosphate cathode was 55000 tons, with a month on month ratio of – 8.1% and a year-on-year ratio of + 116.3%; The output of artificial graphite was 70000 tons, with a month on month ratio of – 11.1% and a year-on-year ratio of + 83.6%; The shipment volume of wet diaphragm was 810 million square meters, with a month on month increase of – 2.5% and a year-on-year increase of + 107.2%; The shipment volume of dry process diaphragm was 190 million square meters, with a month on month increase of + 11.4% and a year-on-year increase of + 57.0%; The output of electrolyte was 42000 tons, with a month on month increase of – 15.6% and a year-on-year increase of + 40.3%. From January to April 2022, the total installed power of power battery was 59.2gwh, a year-on-year increase of + 118.3%, and the outlook of China’s electric vehicle industry chain improved. Recommendation recommendations include Contemporary Amperex Technology Co.Limited(300750) z), Anhui Estone Materials Technology Co.Ltd(688733) ( Anhui Estone Materials Technology Co.Ltd(688733) . SH).
The four EU countries have promised to increase the installed capacity of offshore wind power by 10 times by 2050, and are optimistic about wind power related links with export logic. On May 18, the heads of government of Denmark, Germany, Belgium and the Netherlands jointly signed a joint statement document at the “North Sea Offshore Wind Power Summit”, aiming to build the North Sea into a “green power center” in Europe. The above-mentioned four EU countries have promised to increase the installed capacity of offshore wind power in the four countries by 10 times by 2050, from the current 16GW to 150gw; In 2030, the total installed capacity of offshore wind power will reach 65gw With the continuous release of overseas sea breeze demand, the pressure on the superimposed cost side is gradually relieved, and we are optimistic about the links with export logic. Recommend Jiangsu Zhongtian Technology Co.Ltd(600522) ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH), Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) . SH), Ming Yang Smart Energy Group Limited(601615) ( Ming Yang Smart Energy Group Limited(601615) . SH), Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) . SZ), etc.
Risk tips: policy risk, increased market competition risk, overseas epidemic recurrence risk
