Core recommended portfolio: Jingke energy, Contemporary Amperex Technology Co.Limited(300750) , Ja Solar Technology Co.Ltd(002459) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Hangzhou First Applied Material Co.Ltd(603806) , Yiwei lithium energy
Photovoltaic: the European Commission announced the "repowereu" plan, and the development of optical hydrogen storage will be accelerated; EU carbon tariffs may be advanced to pay attention to the premium of China's green power transaction. The EU officially announced the "repowereu" plan. The annual installed capacity of PV industry is expected to reach 320gw from 2026 to 2030, which is basically the same as that of Europe, and the annual installed capacity of PV industry is expected to reach 600gw from 2026 to 2030, which is basically the same as that of Europe. On the afternoon of May 17, EU time, the Committee on environment, public health and food safety (envi) of the European Parliament passed the bill on the establishment of carbon boundary adjustment mechanism (CBAM). The European Parliament will hold a plenary deliberation and vote from June 6 to 9 to determine the final content of the bill and form the CBAM bill of the European Parliament. Compared with the previous version, the implementation time of this bill is earlier, the implementation industry is expanded and the scope of carbon emission is expanded. The low-carbon emission characteristics of green power are expected to promote Chinese export enterprises to expand the proportion of purchasing green power and make them obtain a premium in the power trading market. The price rise at the income end of green power sector may become a trend. It is recommended to pay attention to polysilicon materials and battery faucets Tongwei Co.Ltd(600438) ; Component faucet Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) ; Large silicon wafer Shuangliang Co., Ltd. Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ; Inverter taps Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; Photovoltaic auxiliary materials Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; Jiangsu Akcome Science And Technology Co.Ltd(002610) , Suzhou Maxwell Technologies Co.Ltd(300751) , Shenzhen S.C New Energy Technology Corporation(300724) , Risen Energy Co.Ltd(300118) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ; Operation of photovoltaic power station Jinko Power Technology Co.Ltd(601778) , Cecep Solar Energy Co.Ltd(000591) , Jiangsu Linyang Energy Co.Ltd(601222) .
Wind power: the four EU countries set the target of sea wind installed capacity, and the demand for new sea wind installed capacity may double. According to the financial Associated Press, the leaders of Germany, Belgium, Denmark and the Netherlands signed a joint statement at the "North Sea Offshore Wind Power Summit", promising that the installed capacity of offshore wind will reach 65gw by 2030 and 150gw by 2050. The above four EU countries are the four countries with the largest installed capacity of sea breeze in Europe except the UK. According to GWEC data, by the end of 2021, the cumulative installed capacity of sea breeze in the four countries is about 15.3gw, accounting for 54% of the installed capacity of sea breeze in Europe. According to the installed capacity target promised by the four countries, the average annual new installed capacity of the four countries needs to reach 5.5gw from 2022 to 2030, while the new installed capacity of the four countries in 2020 and 2021 is 2.4gw and 1GW respectively. The scale of new installed capacity may double in the next few years, driving the rapid growth of installed demand for sea breeze. Recommend Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Ming Yang Smart Energy Group Limited(601615) and parts enterprises with high performance Titan Wind Energy (Suzhou) Co.Ltd(002531) , Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , Shandong Shuangyi Technology Co.Ltd(300690) , Jinlei Technology Co.Ltd(300443) , Riyue Heavy Industry Co.Ltd(603218) .
New energy vehicle: Byd Company Limited(002594) released CTB technology, which has the advantages of improving volume utilization, simplifying body structure and improving safety performance. The first electric vehicle seal is pre sold synchronously. On May 20, Byd Company Limited(002594) officially released CTB technology. CTB (cellobody) technology is one of the core technologies of Byd Company Limited(002594) e platform 3.0. Based on the original CTP (cellopack) technology, the battery cover and floor are integrated. CTB technology has achieved a high degree of integration between the body and the battery system, increased the volume utilization rate to 66%, doubled the torsional stiffness of the whole vehicle, increased the safety of front impact structure by 50% and side impact structure by 45%. On the same day, Byd Company Limited(002594) released the first mass production model equipped with CTB technology - seal. The seal opened the pre-sale on the same day, and the pre-sale price was 2128289800 yuan. On May 16, Tengshi, a joint venture brand between Byd Company Limited(002594) and Mercedes Benz, held a press conference and released the first new energy MPV product - Tengshi D9, which integrates Byd Company Limited(002594) e3 0 pure electric platform and DM-I super hybrid technology. Starting from the pre-sale price of 336000 yuan, the strategic development of Tengshi brand in the future will also be led by Byd Company Limited(002594) leading. Among the recommended areas, recommendations include the recommendations of the ' Contemporary Amperex Technology Co.Limited(300750) ;, Cngr Advanced Material Co.Ltd(300919) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Dynanonic Co.Ltd(300769) , Yunnan Energy New Material Co.Ltd(002812) , etc.
Risk tip: the installed demand of new energy is less than expected, the new energy power generation policy is less than expected, and the macro-economy is less than expected.
