Green electricity bearish release full tiger year continues to attack Hong Kong stocks rebounded across the board on the first trading day
The market was previously worried about the slowdown in the development of green electricity due to energy policy correction, at the end of January, the state successively issued the opinions on the construction of a national unified electricity market and the 14th Five-Year Plan for energy conservation and emission reduction, and the China Electricity Union expects that in 2022, the domestic wind power will be 50gw / photovoltaic 90gw, and the installed capacity growth will continue to be superimposed on the expansion of the scale of green electricity transactions. Market concerns have gradually been falsified, and the plate boom continues in the Year of the Tiger.
The market was previously worried about the huge loss of 21Q4 of the green electric power standard for the transformation of thermal power, the plate was adjusted for more than 1 month, and the huge loss forecast of each company was exhausted; the follow-up coal price long-term agreement landed, the local market-oriented transaction price increase continued to cash, and the overall bottoming out of the transformation target rebounded.
The market had previously worried about 22 years of electricity demand. China Electricity Union recently predicted that electricity demand in 2022 will increase by 5%-6% year-on-year, and the growth rate will generally show a quarter-by-quarter upward trend. The market underestimates the role of electric energy substitution in driving electricity demand, considering that there will still be a local power shortage in the national supply and demand for 22 years, supporting the level of electricity utilization hours and market-oriented transaction prices.
The first batch of catalogs in 2022: The proportion of lithium iron phosphate supporting the high level, the new version of BYDHan EV once again broke through the upper limit of lithium iron phosphate technology
In 2022, the first batch of passenger car models in the first batch of promotion and application catalogs totaled 22 models, 14 pure electric models, and 8 plug-in hybrid models, of which 10 were supporting ternary batteries, accounting for 45.5%, and 12 lithium iron phosphate batteries were matched, accounting for 54.5%. Affected by the 30% decline in subsidies and the rise in supply chain costs, the prices of some models of Tesla, Xiaopeng, BYD and other car companies have risen by different margins, and lithium iron phosphate batteries have made breakthroughs in technology by virtue of cost advantages and superimposed technology, and continue to create explosive models with sales, and the proportion of supporting products has remained high.
In terms of specific models, BYD Han EV GT version for the first time announced, the endurance limit, energy density increase to open the road to iron lithium advanced, the new model mileage comprehensively increased to 715km, compared with the current maximum endurance increased by 110km, 100 km power consumption reduced to 13.5kWh (single motor old model 14.1kWh), battery energy density increased to 150Wh/kg (old 140Wh/kg) highlights the blade battery technology lean; at the same time, BYD plus code plug-in hybrid models, Among the 7 passenger cars declared, 4 are plugged and mixed, accelerating brand electrification, of which Han DM-i was first announced, equipped with Xiaoyun-plug-mix special turbocharged 1.5Ti high-efficiency engine + EHS electromix system, the minimum fuel consumption of 100 kilometers is only 5.1L, and the DM-i super hybrid model accurately penetrates A/B class cars with strong cost performance, accelerating the road to affordability. In addition, Cadillac's first pure electric vehicle in China, LYRIQ, was first announced in the promotion catalog, using a ternary lithium battery CLTC with a range of 653km, which is expected to start delivery in mid-2022 to further expand the joint venture brand electric vehicle model.
Tesla chief scientist's latest speech, ternary battery cycle life increased by 4 times
Pragmatic top bull, application-oriented lithium battery everyone. In the field of lithium batteries, Cui Yi (Chinese, Stanford) is an expert on paper. Jeff Dahn is an expert in turning his paper concepts into products and applying them to the homes of ordinary people.