After Beishang capital Festival, the storage energy industry chain was added with a large amount of money. Among them, Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , Suzhou Maxwell Technologies Co.Ltd(300751) , Sungrow Power Supply Co.Ltd(300274) and other four shares were financed, and the amount of Beishang capital warehousing exceeded 100 million yuan.
Securities Times · databao found that Zhejiang, Henan, Sichuan and other places have written energy storage into the government work report, and vigorously developing the energy storage industry chain has become the highlight of many provinces and cities in 2022. Some local governments have listed energy storage in their development plans for 2021 or the 14th five year plan, and a number of projects have “blossomed and fruited”. For example, Inner Mongolia’s plan for 2021 includes the action of “revitalizing Mongolia through science and technology”, specifically including strengthening the construction of innovation platform, focusing on new rare earth materials, large-scale energy storage, modern agriculture and animal husbandry, energy conservation and environmental protection.
large scale application of energy storage is expected to break out
According to insiders, energy storage is an important support for building a new power system with new energy as the main body. Energy storage is the buffer pool for new energy power generation. Without energy storage, there will be problems in the matching between new energy and power grid. According to the analysis of Sinolink Securities Co.Ltd(600109) , energy storage can be applied to power frequency modulation auxiliary service, standby power supply, smoothing fluctuation and other scenarios to solve the problems of power grid instability and power abandonment caused by wind and solar power generation.
In 2021, the central ministries and commissions intensively issued the guiding opinions on accelerating the development of new energy storage, encouraging the active development of energy storage batteries, realizing the transformation of new energy storage from the initial stage of commercialization to large-scale development by 2025, with an installed capacity of more than 30GW, and realizing the comprehensive market-oriented development of new energy storage by 2030.
under the background of the great development of new energy, the industry’s demand for energy storage has increased rapidly . Huaxi Securities Co.Ltd(002926) said that under the carbon neutralization of carbon peak, the inflection point of new energy storage is coming. According to the research report released by Anxin securities on January 15, under the assumption that the proportion of new energy supporting energy storage is increased from about 1% to about 15%, it is estimated that the global installed capacity of electrochemical energy storage may reach 200gwh in 2025, corresponding to a compound growth rate of more than 70% from 2021 to 2025. It is a rare track with high growth and sustainable dual attributes.
leading stocks in the energy storage industry chain retreated significantly after the new year’s Day holiday
According to the Research Report of securities companies and the announcement of listed companies, according to the statistics of data treasure, there are 50 leading stocks in the energy storage subdivision industrial chain. As of the closing on January 24, the market value of A-Shares totaled 5.42 trillion.
After new year’s day, the new energy track was cold, and the energy storage sector was also hit hard. Since January, the average decline of stocks in the energy storage industry chain has reached 9.21%, exceeding the Shanghai index in the same period. The decline in Veken Technology Co.Ltd(600152) , Shenzhen Center Power Tech.Co.Ltd(002733) , Shenzhen S.C New Energy Technology Corporation(300724) , Wuxi Shangji Automation Co.Ltd(603185) , Riyue Heavy Industry Co.Ltd(603218) ranked among the top five.
According to the position of the fund in the fourth quarter, by the end of 2021, the leading stocks in the energy storage industry chain had obtained a total of 6955 fund positions and more than 100 funds with 18 shares. The number of funds with positions such as Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Eve Energy Co.Ltd(300014) , Byd Company Limited(002594) , Sungrow Power Supply Co.Ltd(300274) ranked in the top five. The number of Contemporary Amperex Technology Co.Limited(300750) position funds is 1662, ranking first. From the perspective of the whole market, the number of fund positions in this stock is second only to Kweichow Moutai Co.Ltd(600519) . As of January 24, the market value of the company’s A-Shares was 1.35 trillion, still ranking second in a shares.
northward capital increased positions by more than 10 billion, and the layout of leading stocks in the energy storage industry
From the latest results, among the 13 stocks that released performance data, the net profit in 2021 was in the state of pre increase. The net profit of Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Wuxi Shangji Automation Co.Ltd(603185) and other three shares increased by more than 200% in advance. Ningbo Ronbay New Energy Technology Co.Ltd(688005) it is estimated that the net profit in 2021 will be 890 million yuan to 920 million yuan, with a year-on-year increase of 317.71% to 331.79%. When talking about performance changes, the company said that the penetration rate of high nickel technology route in new energy vehicle terminals was further improved. Driven by the high demand of downstream customers, the new production capacity of the company was accelerated, and the annual sales volume doubled year-on-year.
In terms of capital, after the capital Festival, it will add the storage energy industry chain with a large amount of money. According to the statistics of data treasure, among the above 50 stocks, according to the rough calculation of the average transaction price of the range, a total of 10.5 billion yuan of northward capital has been obtained since January. Six shares including Yunnan Energy New Material Co.Ltd(002812) , Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ningbo Shanshan Co.Ltd(600884) , Byd Company Limited(002594) have been increased by more than 1 billion yuan. Lithium battery diaphragm faucet Yunnan Energy New Material Co.Ltd(002812) won the first position with an increase of 2.077 billion yuan. The company expects the net profit in 2021 to be 2.66 billion yuan to 2.76 billion yuan, a year-on-year increase of 138.44% to 147.4%.
Some stocks are favored by financiers while increasing their positions in the north. According to the statistics of databao, Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , Suzhou Maxwell Technologies Co.Ltd(300751) , Sungrow Power Supply Co.Ltd(300274) and other four shares received financing, and the amount of capital increase in Beishang exceeded 100 million yuan.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
