Core view
Market review: last week, the power equipment sector closed at 9836.1 points, up 7.3%. The Shanghai Composite Index closed at 3146.6 points, up 2.0%; Shenzhen Component Index closed at 114545 points, up 2.6%; Gem closed at 2417.3 points, up 2.5%. Among the sub sections, photovoltaic equipment (Shenwan) increased the most, at 11.6%, and other power equipment II (Shenwan) increased the least, at 5.4%. Among the wind industry indexes, the photovoltaic index increased the most, with 11.4%; The wind power index rose the least, at 9.0%. In terms of individual stocks, the top five gainers were Jiangsu Huachen up 61.14%, Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) up 24.68%, Hangzhou Sunrise Technology Co.Ltd(300360) up 17.78%, Elefirst Science & Technology Co.Ltd(300356) up 17.55%, Shanghai Zhezhong Group Co.Ltd(002346) up 17.16%.
Industrial chain price tracking: the price of polysilicon material this week was 260.00 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 5.74 yuan / piece and 5.72 yuan / piece respectively, up 0.02 yuan / piece and 0.35% respectively compared with last week; The prices of the first and second tier manufacturers of single crystal 182 silicon wafers were 6.87 yuan / piece and 6.79 yuan / piece respectively, which remained unchanged compared with last week. The prices of single crystal perc166 first and second tier manufacturers were 1.15 yuan / W and 1.13 yuan / W respectively, up 0.01 yuan / W and 0.88% and 0.89% respectively compared with last week. The weekly average price of metallic silicon was 25280 yuan / ton, a decrease of 0350 yuan / ton or 1.37% compared with the previous week.
Industry news: Ja Solar Technology Co.Ltd(002459) plans to invest 10 billion to expand photovoltaic integrated production capacity The sales volume of photovoltaic business is expected to be more than RMB 86 billion in 2022.
Announcement of key companies: Tbea Co.Ltd(600089) subsidiary invested in the construction of new energy power station project Guangdong Pak Corporation Co.Ltd(300625) 0 million yuan of foreign investment to establish subsidiaries.
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; Industry competition intensifies risks.
