① seven departments issued documents to promote green consumption, charging and changing electricity to meet heavy benefits
The national development and Reform Commission and other seven departments jointly issued the implementation plan for promoting green consumption. The implementation plan made it clear to vigorously promote new energy vehicles and gradually eliminate the purchase restrictions of new energy vehicles in various regions. Strengthen the construction of supporting infrastructure such as charging and changing electricity, new energy storage and hydrogenation. Promote the pilot application of new energy vehicle power exchange mode, and orderly carry out the demonstration application of fuel cell vehicles. We will carry out in-depth activities to bring new energy vehicles to the countryside.
Citic Securities Company Limited(600030) pointed out that the rapid growth in the production and sales of new energy vehicles will accelerate the development of the charging and replacement industry. Considering the advantages of more efficient power replacement mode, more friendly to power grid and land, as well as the disadvantages of low standardization, closed system and high investment cost, it is estimated that the Shanxi Guoxin Energy Corporation Limited(600617) vehicle energy supplement market will continue to maintain the pattern of charging first and power replacement second in the next five years, However, driven by capital, OEMs and policies, the application and promotion of power exchange mode in some high-end passenger vehicles and operating vehicles will be significantly accelerated. Key recommendations: Contemporary Amperex Technology Co.Limited(300750) , Gcl Energy Technology Co.Ltd(002015) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Bozhon Precision Industry Technology Co.Ltd(688097) , Shandong Weida Machinery Co.Ltd(002026) etc.
② Shanghai will intensify the layout of vehicle specification chip production, and relevant companies are expected to benefit
According to Shangguan news, in recent years, Shanghai has launched a number of support policies from both sides of supply and demand, and implementation opinions will be issued in the near future, such as promoting infrastructure construction such as charging and changing electricity. Many new energy vehicles are intelligent networked vehicles. Since the second half of last year, the problem of “core shortage” of intelligent networked vehicles is relatively serious. Therefore, Shanghai is also strengthening the production of vehicle specification chips to solve the problem of “core shortage” as soon as possible. In the next step, we will continue to comprehensively promote technology R & D standards, formulate and promote application data security and infrastructure construction, and accelerate the cultivation and development of new advantages in the new energy vehicle competition.
Tianfeng Securities Co.Ltd(601162) said that with the continuous improvement of vehicle electrification, intelligence and networking, the single vehicle value of vehicle specification semiconductor continues to increase, and the growth rate of vehicle specification semiconductor industry is higher than that of vehicle sales. It is expected that by 2025, the global vehicle specification semiconductor market will reach US $80.4 billion, and China’s vehicle specification semiconductor market will reach US $21.6 billion, The compound growth rate of the industry can reach 12%. Anxin Securities pointed out that the products of foreign manufacturers are still dominant, and domestic leaders are catching up quickly. It is recommended to pay attention to Starpower Semiconductor Ltd(603290) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Byd Company Limited(002594) semiconductors, etc.
③ the 14th five year plan for ecological environment monitoring was released, and the industry ushered in development opportunities
The ecological environment monitoring plan for the 14th five year plan recently issued by the Ministry of ecological environment clearly organizes enterprises in key industries such as thermal power, steel, oil and gas mining, coal mining and waste treatment to carry out pilot monitoring of greenhouse gas emissions such as carbon dioxide and methane, so as to promote the development of carbon emission measurement technology and the improvement of informatization level.
China Securities Co.Ltd(601066) believes that during the 14th Five Year Plan period, China will continue to adhere to the principles of environmental protection and high-quality development, pay close attention to the 3060 carbon policy, accelerate the development of green circular economy, and suggest paying attention to investment opportunities in new energy, sanitation equipment, energy conservation and emission reduction. At the same time, China will continue to promote environmental infrastructure construction and improve China’s comprehensive environmental protection capacity. It is suggested to pay attention to investment opportunities in comprehensive solid waste treatment, sewage upgrading and transformation. Focus on Infore Environment Technology Group Co.Ltd(000967) , Yutong Heavy Industries Co.Ltd(600817) and Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) , Grandblue Environment Co.Ltd(600323) , Cecep Guozhen Environmental Protection Technology Co.Ltd(300388) .
④ Qinghai will set up a salt lake industry development fund to accelerate the construction of a world-class industrial base
On January 21, the seventh session of the 13th National People’s Congress of Qinghai Province was held in Xining. In his government work report, xinchangxing, governor of Qinghai Province, proposed that the main expected goal of Qinghai’s development in 2022 is to increase the regional GDP by about 5.5%. Further, accelerating the construction of a world-class Salt Lake industrial base is the primary task of Qinghai Province in 2022. In order to achieve the goal of “expanding the scale of lithium industry, releasing the capacity of lithium carbonate and improving the level of lithium battery industry”, Qinghai will establish a salt lake industry development fund and introduce a number of high-tech leading enterprises to promote the strength of salt lake industry clusters.
Gf Securities Co.Ltd(000776) it is pointed out that after years of development, lithium extraction technology in Qinghai Salt Lake has formed a variety of routes such as adsorption, ion exchange membrane, extraction and calcination, which have been used in actual production with low cost. In the new cycle of lithium industry, the continuous expansion of lithium extraction from Qinghai Salt Lake is expected to be successful, forming a situation with Chaerhan Salt Lake expansion as the core and multiple salt lakes concurrent. It is expected that the output will reach 208000 tons of lithium carbonate equivalent by 2025, which is the key to improving China’s lithium resource self-sufficiency rate, and is expected to continue to build a highland of lithium extraction technology from salt lake. Its butterfly change from 1 to n should be viewed from a strategic perspective. It is suggested to pay attention to: Qinghai Salt Lake Industry Co.Ltd(000792) , Keda Industrial Group Co.Ltd(600499) , Zangge Holding Company Limited(000408) , Ganfeng Lithium Co.Ltd(002460) , Shenzhen Sunrise New Energy Co.Ltd(002256) .
