Financial Associated Press, October 25, the last week of October, the market ignited a new high in the stock price set by "Ning Wang" in the morning session.
Since responding to the exchange's inquiry letter on the 58.2 billion financing, the Good News of the Ningde Era last week has continued, with the stock price breaking through the 600 yuan mark last Tuesday, and ushering in the news that Tesla's standard endurance version of electric vehicles have switched to LFP batteries across the board. Behind today's big rise is its accelerated layout of the trillion-scale energy storage market. Sentiment drove the energy storage sector to rise more than 10%.
On October 20, CATL signed a strategic cooperation agreement with the National Energy Group, followed by a strategic cooperation agreement signed by CATL and China Huadian Group Co., Ltd. in Beijing on October 22. The content of the agreement involves energy storage, new energy, comprehensive smart energy and other fields.
Due to a series of complex causes such as the epidemic, inflation, and transportation, the energy problem has become one of the world's problems. In mid-October, Mei Xinyu of the Academy of International Trade and Economic Cooperation of the Ministry of Commerce said at a forum related to the theme of the Canton Fair that there are many common challenges facing the world, including the imminent epidemic, inflation shocks and: the energy crisis.
Since September, the NDRC's traditional energy regulation and control policies and new energy construction plans related to wind power, photovoltaics and energy storage have been implemented. The agency expects that the new energy chain of multi-wheel drive is still the direction of high prosperity. The accelerated layout of the energy storage field in the Ningde era is also the acceleration of the overall construction of new energy.
On October 24, the "Opinions on Complete, Accurate and Comprehensive Implementation of the New Development Concept to Do a Good Job in Carbon Neutrality" issued by the CPC Central Committee and the State Council was officially released. According to the Opinions, by 2060, the economic system of green and low-carbon circular development and the clean, low-carbon, safe and efficient energy system will be fully established, the energy utilization efficiency will reach the international advanced level, and the proportion of non-fossil energy consumption will reach more than 80%. Wind energy and photovoltaics are mentioned many times, and they are ranked first and second.
Today, he Lifeng, the head of the National Development and Reform Commission, issued a voice in the People's Daily: it will accelerate the construction of large-scale wind power and photovoltaic bases. Again pushed up the sector sentiment. Subsequently, wind power, photovoltaics, lithium batteries across the board strengthened, blade batteries recently affirmed by sales of the vehicle leader than ATD rose more than 5% in the early session, the market value stood at a new high of 900 billion.
After a sharp 30% downward adjustment in the early stage, China Power Construction, with a market value of 100 billion, also closed the limit in the intraday this morning.
For the photovoltaic sector, the new team of Huaxi Securities said that in the short term, the manufacturing end and demand side game pattern of each link are gradually clarified, and the domestic installed demand is expected to start after entering the second half of the year. It is recommended to pay attention to the supply and demand relationship under market changes and the structural opportunities under technological change. Cost advantage and technology leadership is the basis of photovoltaic product enterprises, the rapid rise in upstream prices will accelerate the industry clearance, the market share concentration link discourse power will be improved, should pay attention to the alpha opportunities of head enterprises; vertical integration manufacturers are expected to show product competitive advantage when price fluctuations.
For the wind power sector, the new team of Huaxi Securities said that in the short term, both the installed capacity and the bidding volume of onshore wind power parity have increased significantly year-on-year, and the large-scale trend has promoted cost reduction, scale improvement and industry concentration. At present, the valuation of the wind power sector is lower than that of the photovoltaic sector, and it has allocation value。 We can pay attention to the investment opportunities in the following links: 1) the trend of wind turbine large-scale is clear, focusing on towers, bearings, wind turbines, blades, castings and other links; 2) pay attention to the competitive advantages and domestic substitution progress of key component manufacturers such as wind power spindle bearings; 3) pay attention to benefiting offshore wind power related targets; 4) pay attention to benefiting overseas incremental market space targets.
For the energy storage sector, Liu Qiang of Open Source Securities believes that the rigid demand superposition policy has landed, and the energy storage sector is opening up real and rapid growth. After wind power + photovoltaic power generation accounts for more than 10%, it will bring more rigid demand for energy storage, and it is expected that the installed capacity of new domestic power generation side will reach 51.63GWh in 2025 (compound growth rate of about 76%).
At the time of the disclosure period of the third quarterly report, the Financial Associated Press combed some of the wind power, photovoltaic, energy storage, lithium battery and other strong plates of today's new energy chain to report the pre-increase targets as follows: