[today’s Guide]
The first shot of solid-state battery industrialization! It is considered to be the most promising new generation of power lithium battery, and its related products have been applied to solid-state batteries
With the transformation and upgrading under the situation of “double highs” and “double peaks”, the annual investment plan exceeded 500 billion yuan for the first time, and the company is in a leading position in this field
Growth of more than 70%! Byd Company Limited(002594) , GAC and Xiaopeng have arranged this tuyere one after another. The company’s products adopt third-generation semiconductor technology, which has been verified by the market
The new energy vehicle industry has started the price rise tide, and the penetration rate has exceeded 20%. The company has joined hands with Huawei and Baidu to build related products
Members of the Guangdong CPPCC suggested that the provinces and cities should jointly build the Guangzhou data exchange
National Development and Reform Commission: the charging support capacity will be further improved at the end of the 14th five year plan, and the target can meet the charging demand of more than 20 million electric vehicles
[subject details]
the first shot of solid-state battery industrialization! It is considered to be the most promising new generation of power lithium battery, and its related products have been applied to solid-state batteries
The first batch of 50 Dongfeng Ganfeng high specific energy solid-state battery vehicles jointly developed by Dongfeng Automobile Co.Ltd(600006) and Ganfeng Lithium Co.Ltd(002460) were delivered in Xinyu City, Jiangxi Province, becoming the world’s first solid-state battery vehicle demonstration operation project. You Zheng, deputy general manager of Dongfeng Group, said that Dongfeng Ganfeng high specific energy solid-state battery demonstration operation will be launched globally and will take the lead in launching the first shot of solid-state battery industrialization in China.
Solid state battery is considered as the most promising new generation of power lithium battery because it can fundamentally improve the two core performance – energy density and safety. It is reported that Volkswagen, Toyota, Nissan, Renault, GM and other auto enterprises are stepping up the research and development and industrialization layout of solid-state batteries. Since 2020, domestic and foreign solid-state battery enterprises such as Huineng, satellite blue, SES, Samsung SDI, solidpower and quantumscape have also been making technological breakthroughs, accelerating the layout in many fields such as capacity planning, loading supporting and financing, and seizing the highland of the solid-state battery market in advance. Industry insiders predict that the steady-state market share of solid-state batteries is expected to reach 20% by 2030, and the market space for lithium consumption will be significantly increased in the long term. According to the planning of major automobile enterprises, some products equipped with solid-state batteries will be mass produced in 2022.
Among A-share listed companies, Jiangsu Guotai International Group Co.Ltd(002091) has successfully developed and mass produced bis trifluoromethyl sulfonimide (LiTFSI) and has been applied to solid-state lithium-ion batteries. Jinlongyu Group Co.Ltd(002882) the wholly-owned subsidiary cable industry signed a framework agreement with jintianyi. The cable industry plans to invest no more than 300 million yuan in five years to jointly carry out the research and development of technologies related to solid-state batteries and their key materials with jintianyi, and promote the industrialization of research results. Shandong Zhangqiu Blower Co.Ltd(002598) kashande, a joint-stock company, is committed to the development and application of new semi-solid and solid electrolyte membranes. At present, the preliminary confirmatory development of semi-solid and solid electrolyte membranes has been completed, and lithium batteries using new electrolyte membranes have been tested.
transformation and upgrading under the situation of “double highs” and “double peaks”, the annual investment plan exceeded 500 billion yuan for the first time, and the company is in the vanguard position in this field
In 2022, the State Grid plans to invest 579.5 billion yuan in the development of power grid, including 501.2 billion yuan in power grid investment, and the annual power grid investment plan exceeds 500 billion yuan for the first time. Data show that the total investment in China’s power grid during the 14th Five Year Plan period is close to 3 trillion yuan, higher than the national power grid investment of 2.57 trillion yuan and 2 trillion yuan during the 13th five year plan and the 12th Five Year Plan. With the continuous promotion of carbon peak and carbon neutralization related work, the investment and construction of new power system will accelerate, and the power grid investment will continue to grow rapidly.
Due to the strong random fluctuation of new energy power, it replaces a large number of conventional units, which has an impact on the stability of power grid. With the wide application of interactive energy consumption equipment such as superimposed electric vehicles, distributed energy and energy storage, the power system presents the “double high” characteristics of high proportion of renewable energy and high proportion of power electronic equipment. In addition, the power demand presents the characteristics of “double peaks” in winter and summer. With the improvement of electrification rate, the peak valley difference continues to expand. In order to adapt to the grid connection and consumption of new energy under the situation of “double high” and “double peak”, the power system urgently needs transformation and upgrading. In terms of total investment, the investment in the 14th five year plan of China Southern Power Grid and the State Grid of home appliances increased significantly compared with the 13th five year plan; In terms of investment structure, the two networks will focus on distribution network, power grid digitization and intellectualization, and new power system construction during the 14th Five Year Plan period. Cinda Securities believes that the large-scale construction of power grid side, backbone network and distribution network will further bring the demand for the intelligent construction of traditional power grid, such as power grid design software, transmission / transformation / distribution automation, power grid dispatching automation, operation and maintenance automation and intelligent patrol inspection. With a large number of distributed energy entering the network, the construction of smart microgrid is expected to break out.
Among A-share listed companies, Xi’An Peri Power Semiconductor Converting Technology Co.Ltd(300831) main products are high-power power electronic devices, which are the core converter devices of power generation, transmission and distribution, electric energy conversion, energy storage, energy conservation and environmental protection. Dalian Insulator Group Co.Ltd(002606) has been in the vanguard position in the field of suspended porcelain insulators, so it has obvious competitive advantages in UHV suspended porcelain insulators. In the UHV centralized bidding organized by the State Grid, the amount and quantity of bidding are ahead of other competitors. Zeyu Smart has long provided power informatization business for smart grid. The company has technical reserves in new energy and Microgrid, and is actively promoting the development of corresponding business.
increased by more than 70%! Byd Company Limited(002594) , GAC and Xiaopeng have arranged this tuyere one after another. The company’s products adopt third-generation semiconductor technology, which has been verified by the market
The national development and Reform Commission and other departments issued Implementation Opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure. The opinion mentioned that financial support should be given to the construction of charging piles as public facilities. Encourage local governments to establish operation subsidy standards linked to service quality and further tilt to high-quality stations. Encourage local governments to strengthen subsidies for demonstration facilities such as high-power charging and vehicle network interaction, and promote the transformation and upgrading of the industry.
The fast-growing new energy vehicle market has increased the demand for charging piles. By the end of 2021, the total Shanxi Guoxin Energy Corporation Limited(600617) car ownership was 7.84 million, a year-on-year increase of 59.25%; The number of charging infrastructure reached 2.617 million, an increase of 70.1% year-on-year. In recent years, the number of charging piles has basically maintained a sustained and efficient growth trend. Guotai Junan Securities Co.Ltd(601211) Securities said that high-pressure fast charging technology is the next outlet. From high mileage to fast charging, high-voltage fast charging has become the mainstream solution. Following Porsche taycan, Byd Company Limited(002594) , GAC, Xiaopeng and many other car companies have launched 800 volt high-voltage platforms. The implementation of super charging pile standard in 2021 has also created objective conditions for the development of the industry. With the implementation of the standard of super charging pile and the technical progress of supporting high-voltage components, the introduction of high-voltage fast charging models will be accelerated, driving the rapid growth of relevant parts. At the same time, the improvement of the technical threshold will also help to concentrate the market share to technologically advantageous enterprises.
Among A-share listed companies, Xj Electric Co.Ltd(000400) has 800V high-voltage charging technology and products, which have been applied in relevant projects.
Shenzhen Invt Electric Co.Ltd(002334) said that the company’s existing electronic control products can meet the high-voltage fast charging technology. Shenzhen Deren Electronic Co.Ltd(002055) said that the company’s 22KW 800V platform high-power vehicle charger products adopt the third-generation semiconductor technology silicon carbide high-frequency solution, which has the advantage of first mover technology and has mass production and manufacturing experience. The products have been verified by the market.
the new energy vehicle industry has started the tide of price rise, and the penetration rate has exceeded 20%. This company has joined hands with Huawei and Baidu to build related products
Byd Company Limited(002594) the official announcement adjusted the official guidance price of new energy models related to dynasty.com and ocean.com, with an increase range of 1000-7000 yuan. It is reported that the price adjustment will take effect on February 1. Customers who pay a deposit before that will not be affected by the price adjustment.
Before Byd Company Limited(002594) , several car companies announced price increases. On December 31, 2021, Tesla announced that the price of the rear wheel drive version of model 3 and model y was increased by 10000 yuan and 21000 yuan respectively. And not long ago, the rear wheel drive version of these two models has raised the price by 4752 yuan. In January this year, Nezha raised the price of its models. The prices of Nezha V, Nezha u pro and other models increased by about 2000 yuan to 5000 yuan. On January 11, Xiaopeng’s official website showed that the price of all models of Xiaopeng increased by about 4300-5900 after the subsidy. In the middle of 2021, the monthly sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars increased rapidly, with the annual cumulative sales volume of 3.33 million vehicles, a year-on-year increase of 168%, and the annual new energy penetration rate of 15.5%, a year-on-year increase of 9.3 PCT; Among them, the sales volume reached 500000 in December, and the penetration rate of new energy was as high as 20.6%. According to the analysis of Huajin securities, the prices of a series of new energy vehicles, including Byd Company Limited(002594) , have increased one after another, indicating that the terminal demand for new energy vehicles is booming at present, the impact of the price rise of upstream raw materials and the decline of subsidies is relatively smooth to the downstream demand, and the new energy vehicle industry is still in a high boom stage.
Among A-share listed companies, Byd Company Limited(002594) has the world’s leading core technologies of battery, motor, electronic control and vehicle, and is the first Chinese brand to complete the offline of 1 million new energy vehicles. Baic Bluepark New Energy Technology Co.Ltd(600733) has released the extreme fox equipped with Huawei’s full stack automatic driving solution α S-hi version, strategic cooperation with Baidu to jointly create a new generation of mass production and sharing unmanned car Apollo moon. Chongqing Changan Automobile Company Limited(000625) establish avita technology company, cooperate with Huawei and Contemporary Amperex Technology Co.Limited(300750) , give play to their respective advantages in vehicle integration, software technology and battery, and jointly build CHN platform and new high-end intelligent electric vehicle brand.
members of the Guangdong CPPCC suggested that provinces and cities should jointly build the Guangzhou data exchange
Recently, Huang Yuezhen, member of the Guangdong Provincial Committee of the Chinese people’s Political Consultative Conference, said that it is suggested that provinces and cities should jointly build Guangzhou data exchange to accelerate the integrated development of digital economy. Since the Fourth Plenary Session of the 19th CPC Central Committee clearly put forward that data is a factor of production, the construction of China’s data trading market has made rapid progress. Previously, Anhui, Shenzhen, Shanghai and other provinces and cities have also passed data related local legislation. In November 2021, Shanghai data exchange was established and reached some first transactions. On January 21, 2022, Guangdong said that it would comprehensively promote the chief data officer system and promote the construction of a provincial data trading place.
According to the output value calculation data of the national industrial information security development research center, by the end of 2020, the scale of China’s big data industry has reached trillion yuan. With the accelerated pace of digital transformation of Chinese enterprises, data has increasingly become a key factor of production. There are a large number of big data enterprises in China, but previously there was a lack of data circulation mechanism, the utilization of data was not high, and the internal value needs to be excavated. Experts pointed out that at present, the world is in the “great navigation era” of data competition. Whoever can continuously master data and has the channel to obtain and disseminate data may occupy a leading position in the new round of global discourse competition. I’m afraid the importance of data exchange is not inferior to that of stock exchange in the field of global economy and finance.
Among the listed companies, Beijing E-Hualu Information Technology Co.Ltd(300212) is actively participating in the preparation for the establishment of Guangdong data exchange, and Guangzhou data lake is being promoted; Dbappsecurity Co.Ltd(688023) shares in Zhejiang Big Data Trading Center, with a shareholding ratio of 27%; Shanghai Shibei Hi-Tech Co.Ltd(600604) holds 3.2% of the shares of Shanghai Data Trading Center.
national development and Reform Commission: the charging support capacity will be further improved at the end of the 14th five year plan. The goal is to meet the charging demand of more than 20 million electric vehicles
Financial Associated Press, January 21 (Xinhua) – the implementation opinions of the national development and Reform Commission and other departments on further improving the service guarantee capacity of electric vehicle charging infrastructure. By the end of the 14th five year plan, China’s electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, which can meet the charging demand of more than 20 million electric vehicles.
China Securities Co.Ltd(601066) Securities said that due to the current faster than expected increase in the penetration rate of new energy vehicles, the scale of charging piles will also accelerate in the future. With the promotion of high-voltage fast charging technology, the higher than expected sales of downstream vehicles and the gradual liberalization of service fee control, the profit inflection point of charging pile industry is expected to accelerate. JPMorgan expects the cumulative sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles to reach 37 million by 2025. Assuming that the ratio of electric vehicles to charging piles is in the range of 1:1 to 3:1, the total number of implied charging piles is about 12-37 million, an increase of 6-18 times from the current 2 million.
Among listed companies, Xj Electric Co.Ltd(000400) charging equipment mainly includes DC charging pile, AC charging pile, charger and other equipment. The company’s charging pile supports the charging of all new energy vehicles that meet the 2015 national standard interface. Wireless charging technology is mainly used in the field of passenger vehicles and commercial vehicles; Kunshan Topa Intelligent Equipment Co.Ltd(300836) charging pile and charging gun equipment are in continuous production and delivery. At the same time, the company also provides Tesla component suppliers with intelligent equipment.
