New energy strong Hengqiang, the general trend is the general trend, the trend of prosperity, conformity is the king

#众说财经: New opportunities in the era of longevity #

Affected by the weekend double carbon documents, energy storage, photovoltaic, wind power, and new energy vehicles broke out yesterday.

After the hours, CATL released information on the public account and signed a cooperation agreement with the Three Gorges Group to cooperate on the new power system with new energy as the main body.

The new power system, in a word, is to explain: the power system that adapts to the new energy as the main body.

Specifically, it is divided into two ends and the middle, the two ends mainly refer to the production end and the consumer end of electric energy, the production end includes photovoltaic, wind power, energy storage, and the consumer end includes electric vehicles; the middle mainly refers to the transmission, distribution and control of electric energy.

The two ends are worth the power generation side and energy storage, power generation photovoltaic, wind power and other leaders, energy storage is represented by lithium batteries; these industry core leaders, the old articles have been talked about.

The middle section mainly includes UHV (UHV transmission and transformation primary equipment faucet is TBEA), low-voltage distribution (low-voltage electrical appliances, distribution automation faucet is Chint Electric Appliances), flexible transmission and transformation (relay protection and power automation, flexible transmission faucet is Guodian NARI), distribution automation (distribution automation, HVDC transmission, smart meter faucet is Xu Ji Electric), transmission and transformation equipment (transmission and transformation primary equipment and complete solution provider Siyuan Electric).

In the long run, the document clearly states that the proportion of non-fossil energy will reach more than 80% in 2060, and the national development idea is very clear, and the long-term development of new energy.

In the new energy lithium battery car gradually replaced the fuel vehicle to become the mainstream of the general trend, in fact, very early and everyone has been talking about the opportunity of new energy; but here the overall position of new energy is a bit high, short-term chase is not as good as waiting for a pullback.

In the future, the overall battery opportunity of new energy is still larger in lithium iron phosphate batteries.

The positive electrode of the new energy vehicle battery is mainly two materials, one is a lithium iron phosphate battery, and the other is a ternary material battery.

The main advantage of lithium iron phosphate battery is low cost, good safety, the disadvantage is that the mileage is relatively short, that is, the electric vehicle equipped with lithium iron phosphate battery runs too far to charge

The main advantage of ternary batteries is that the mileage is relatively long, and the disadvantage is high cost and poor safety.

This year, the product price of the entire electric vehicle industry chain has been greatly improved, coupled with the frequent launch of low-priced electric vehicle models by leading electric vehicle companies, for the sake of cost control, the proportion of lithium iron phosphate cathode batteries has increased significantly, from the latest sales data in September, the proportion of lithium iron phosphate batteries has reached 60%.

Under the blessing of the industry trend, the leader of lithium iron phosphate cathode material, German Nano, rose 16% today, hitting a record high; Guoxuan Hi-Tech, the leader of lithium iron phosphate batteries mentioned in the article last Friday, is also a strong stop.

Of course, in addition to the lithium iron phosphate cathode material leader, the upstream phosphate ore enterprises are also performing well, the main reason is that with the rapid development of the new energy automobile industry, the scarcity of phosphate ore resources has increased, and these companies may also transform into lithium iron phosphate, lithium hexafluorophosphate and other products. However, due to the fact that titanium dioxide such as Longbai Group and China Nuclear Titanium Dioxide involves the phosphate ore industry, competition will intensify in the future. Overall certainty, not as good as lithium iron phosphate batteries.

Finally, in the short term, you can pay attention to the opportunities related to oil and military aircraft. Consumption leaders can also suck low; but pay attention to the rise in new energy, do not chase the rise for the time being, and wait for the pullback opportunity to suck low.

If you think today's content is still good, please pay attention to and like, your support is the biggest motivation for me to continue to share dry goods with fans. Purple Cow, make your investment easier!