China Times (www.chinatimes. Net.. CN.) Reporter Li future trainee reporter Jiao Yanli reports from Beijing
This week (January 17-january 21, 2022), the energy storage concept sector of China stock market news entered a downturn, and the sector fell 3.04% as a whole. In addition to Dongfang Electric Corporation Limited(600875) rising by 2.78%, the other 9 enterprises that the reporter of Huaxia times focused on testing all fell. Among them, Eve Energy Co.Ltd(300014) fell the most seriously, with a decline of 13.25% during the week.
Contemporary Amperex Technology Co.Limited(300750) plans to raise 45 billion to expand production capacity
On the face of the company, Contemporary Amperex Technology Co.Limited(300750) issued an announcement on January 17. According to the announcement, Contemporary Amperex Technology Co.Limited(300750) plans to issue no more than 223 million shares and raise 45 billion yuan for the construction of Fuding times lithium ion battery production base project, Guangdong Ruiqing times lithium ion battery production project phase I, Contemporary Amperex Technology Co.Limited(300750) new energy advanced technology R & D and application and other projects.
Contemporary Amperex Technology Co.Limited(300750) said that in recent years, the company's business scale has developed rapidly. The company's raised investment project will add about 135gwh of lithium-ion battery, which meets the needs of the company's business development.
In addition to significant expansion, Contemporary Amperex Technology Co.Limited(300750) also announced its entry into the power exchange market. On January 18, Contemporary Amperex Technology Co.Limited(300750) held an online press conference to announce its official entry into the power exchange market and released the power exchange brand "evogo".
On January 21, Gotion High-Tech Co.Ltd(002074) issued the announcement on signing the four party supervision agreement for raised funds. According to the announcement, Gotion High-Tech Co.Ltd(002074) the raised funds of 7.3 billion yuan are mainly used for the industrialization project of high specific energy lithium battery with an annual output of 16gwh, the project of high nickel ternary cathode material with an annual output of 30000 tons and supplementary working capital. Eve Energy Co.Ltd(300014) announced to invest 699 million yuan in the construction of power battery R & D center project. After the completion of the project, it will further improve the development efficiency of Eve Energy Co.Ltd(300014) new products and enhance Eve Energy Co.Ltd(300014) strength in the field of power batteries.
This week Do-Fluoride New Materials Co.Ltd(002407) , Qinghai Salt Lake Industry Co.Ltd(000792) and other enterprises released the annual performance forecast for 2021. Do-Fluoride New Materials Co.Ltd(002407) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be 1.23 billion yuan - 1.33 billion yuan, an increase of 2429.7% - 2635.37% over the same period of last year.
The annual performance forecast for 2021 was released on January 19. It is estimated that the net profit in 2021 will be 3.88 billion yuan – 4.28 billion yuan.
On January 20, Qinghai Salt Lake Industry Co.Ltd(000792) opened low and went low, closing at 26.95 yuan / share, down 7.58%.
In the trend of the sector, Contemporary Amperex Technology Co.Limited(300750) , Camel Group Co.Ltd(601311) and Qinghai Salt Lake Industry Co.Ltd(000792) are similar. They rose slightly on Monday, fell on Tuesday, Wednesday and Thursday, and began to rebound on Friday. The trend of Ganfeng Lithium Co.Ltd(002460) is similar to that of Tianqi Lithium Corporation(002466) . It fell on Monday, suffered a correction on Tuesday, continued to fall on Wednesday and Thursday, and rebounded on Friday.
The energy storage concept sector fell 3.04% as a whole this week, with a trading volume of 153 million yuan, a turnover of 309.6 billion yuan and a turnover rate of 9.06%.
According to the capital flow of China stock market news energy storage concept sector after one week's trading, the capital flow of energy storage concept sector this week is mainly net outflow, with the main net outflow of RMB 970 million, the super large single net outflow of RMB 530 million and the large single net outflow of RMB 440 million.
many places have issued policies to promote the construction of new energy storage
Recently, Guangdong Zhaoqing high tech Zone issued the detailed rules for the implementation of subsidies for saving electricity and supporting the development of manufacturing industry in Zhaoqing high tech Zone. The document points out that enterprises that have participated in peak load shifting power consumption or the construction of photovoltaic, energy storage and ice storage projects for their own use can apply for relevant subsidies. After completion and use, they will be given a subsidy of 150 yuan / kWh, with a maximum subsidy of 1 million yuan for enterprises in each area.
The general office of the people's Government of Guangxi Zhuang Autonomous Region recently issued a notice on the "14th five year plan" for the development of new energy vehicle industry in Guangxi. The plan proposes to rely on the development foundation of intelligent photovoltaic industry in industrial parks, transportation, construction and urban areas, carry out a microgrid demonstration project of "wind / photovoltaic - energy storage - charge and discharge" with multiple energy complements, build intelligent charging piles / charge and exchange power stations, realize the coordinated dispatching of vehicle charge and discharge and wind power / photovoltaic, and promote the use of photovoltaic, wind energy Water energy and other green energy.
On January 20, Shandong Provincial People's government officially released the list of major projects in 2022. Among them, the energy storage projects in the list of major implementation projects in the province in 2022 include: Weifang Binhai scenery smart energy storage demonstration base phase I 300MW photovoltaic power generation project. The energy storage projects in the list of major preparatory projects in the province in 2022 include: Shandong energy sea land scenery energy storage multi energy complementary clean energy base project; CGN Zaozhuang Shanting energy storage power station project; Energy storage project of Xiajin Huasheng multi energy complementary integration optimization demonstration project.
In terms of research report, Tianfeng Securities Co.Ltd(601162) believes that as the demand of new energy industry continues to improve in 2022, the lithium price center will maintain a high boom in 2022, and the lithium sector will continue to maintain the logic of "volume" rather than "price" in the long term.
Anxin Securities believes that the energy storage demand is expected to accelerate in 2022, and the sector configuration is getting better and better. In 2022, the demand for energy storage outside China will show a double boom track, and the energy storage business of most companies is expected to grow rapidly. The industrial and commercial capacity of Chinese enterprises, the strong willingness of downstream supporting projects on the power grid side, the rise of "independent energy storage" and other modes, and the industry will accelerate its development in a richer and diversified way, The development of new energy will move from the stage of "new energy parity online" to the stage of "new energy + energy storage parity online".
