Plate market this week (20220117-20220121)
Power equipment and new energy sector: it fell 2.90% this week, ranking 19th in terms of rise and fall, weaker than the market. In terms of sub sectors, the wind power index fell the least and the nuclear power index fell the most.
New energy vehicles: Ningde creates a combined power exchange solution, or accelerates the evolution of power battery pattern
Contemporary Amperex Technology Co.Limited(300750) create a new integrated solution for combined power exchange and integrated solution for combined power exchange. In terms of battery replacement: “chocolate battery replacement block” has the characteristics of high energy density and suitable for the whole vehicle. In terms of replacement station: the quick replacement station has small volume and large capacity, which is suitable for all brand models.
New energy power generation: household installed capacity hit a record high, and onshore fans refreshed the lowest unit price
Recently, the National Energy Administration released the photovoltaic installation data in 2021. In 2021, China’s PV installed capacity increased by 53gw. Among them, distributed PV added about 29gw, accounting for about 55% of the total installed capacity of new photovoltaic power generation, and exceeded 50% for the first time in history. In 2021, the installed capacity of household photovoltaic projects included in the scale of national financial subsidies is 21.59gw; Among them, the total installed capacity of household photovoltaic projects newly included in the scale of national financial subsidies in December was 5.09 GW, an increase of 77.62% month on month. Recently, SDIC wind power 200MW project (including tower) was opened. The lowest quotation is 2080 yuan / kW of Sany Heavy energy. After deducting the price of tower and anchor bolt, the quotation of the whole machine is about 1600 yuan / kW.
Industrial control and power equipment: the overall industrial industry is improving, and the industrial Siasun Robot&Automation Co.Ltd(300024) output has increased year-on-year
In December, PMI continued to rise, and the downstream prosperity continued to improve. The added value of industries above designated size increased by 9.6% year-on-year, and the profits of industrial enterprises remained at a high level. China continued to maintain the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) application market, and the annual industrial Siasun Robot&Automation Co.Ltd(300024) output reached 318000 sets / set, up 48.03% year-on-year. Siasun Robot&Automation Co.Ltd(300024) the new products are developing towards high precision, high security and convenience, and are widely used in many emerging industries.
Focus this week:
\u3000\u3000 Contemporary Amperex Technology Co.Limited(300750) ， Ningbo Ronbay New Energy Technology Co.Ltd(688005) ， Hongfa Technology Co.Ltd(600885) ， Yunnan Energy New Material Co.Ltd(002812) ， Hunan Zhongke Electric Co.Ltd(300035) ， Longi Green Energy Technology Co.Ltd(601012) ， Sungrow Power Supply Co.Ltd(300274) ， Willfar Information Technology Co.Ltd(688100) 、 Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) 。
Risk tips:
The global epidemic lasted longer than expected, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition.
