Plate market this week (2022051620220520)
Power equipment and new energy sector: it rose 7.26% this week, ranking first in terms of rise and fall, stronger than the market. This week, the photovoltaic index rose the most, while the nuclear power index rose the least. Photovoltaic index rose 11.44%, energy storage index rose 9.60%, wind power index rose 8.98%, lithium battery index rose 6.83%, new energy vehicle index rose 5.94%, industrial control automation rose 5.43%, and nuclear power index rose 4.71%.
New energy vehicle: Byd Company Limited(002594) seal vsmodel3, who is in charge of ups and downs?
On May 20, Byd Company Limited(002594) ctb technology was launched worldwide, and the seal, the first model, was launched for pre-sale simultaneously. CTB battery body integration technology closely arranges the blade batteries to form a honeycomb array, and combines them with the underbody and upper cover sector to form a “sandwich” structure through adhesive, which provides super safety guarantee and power performance for the whole vehicle. Compared with Tesla Model 3, seals have certain advantages in size, dynamic performance and price, and have strong product competitiveness.
New energy power generation: China’s installed capacity data is bright, and overseas demand is steadily rising
Photovoltaic: from January to April, the installed capacity increased by 16.88gw and 3.67gw in April, with a year-on-year increase of + 110% and a month on month increase of + 56%; In April, the export of battery components was 22.347 billion yuan, a year-on-year increase of + 71%, maintaining an upward trend; In April, the export of inverter was 3.429 billion yuan, a year-on-year increase of + 42%. Wind power: the installed capacity of wind power increased by 1.68gw in April, a year-on-year increase of + 25%, and the installed capacity of wind power increased by 9.58gw from January to April, a year-on-year increase of + 45%; The installed capacity target of European sea breeze is improved, and it is suggested to pay attention to the leading enterprises with large MW supporting capacity and export capacity.
Industrial control and power equipment: affected by the epidemic, industrial control is under short-term pressure, and the investment in power grid during the 14th five year plan is better
In April, the PMI index fell slightly month on month. From January to April, the industrial Siasun Robot&Automation Co.Ltd(300024) demand was under pressure due to the impact of the epidemic, and the demand for industrial control remained good in the medium and long term. In April, the operation of the power industry was suppressed in the short term due to the impact of the epidemic. The investment in power grid projects across the country maintained a positive growth, and the proportion of structural wind power and photovoltaic new energy continued to increase.
Concerns in the week’following the week ”following the following: the following of the following: ‘ Longi Green Energy Technology Co.Ltd(601012) ” 35.
Risk tip: the duration of the global epidemic exceeded expectations, the policy did not meet expectations, and the price decreased more than expected due to the intensification of industry competition.
