This week (February 7-11), 7 of the 10 companies monitored by reporters from China Times fell and 3 rose. Among them,Ningde eraThe most serious decline was 17.30%.
this weekEastern FortuneThe trading volume of the energy storage concept sector during the week was 136 million lots, with a total turnover of 307.748 billion yuan, and a turnover rate of 7.99%.
Ningde eraplunged 17.30%
With the conclusion of the first trading week of the Year of the Tiger,Ningde eraAlso fell on the hot search. On February 11, the Ningde era continued to fall sharply. The stock price once fell below the 500 yuan mark, and closed at 489.99 yuan per share, a decrease of 5.43%. In the past 5 trading days, CATL has fallen by 17.30%, and the market value has evaporated by nearly 240 billion yuan.
On the news, the collapse of the Ningde era was also bearish by institutions. On February 10th, the firstsecuritiesReleased the title “How Long Can the Ningde Era Fall? A Quantitative Analysis Perspective” report. The report believes that through the fitting, it can be judged that the adjustment of the Ningde era may not be over, and there may still be room for a 20% decline in the future.
Ningde Times said that the company generally does not respond to stock price issues.
In fact, since it hit a record high of 692 yuan per share on December 3, 2021, the stock price of CATL has continued to weaken.
Although the recent stock price performance of the Ningde era is not satisfactory, the Ningde era’sperformanceBut far more than expected.According to the 2021 performance forecast released by CATL, CATL expects to return to its mother in 2021.net profitIt is about 14 billion-16.5 billion yuan, an increase of 150.75%-195.52% year-on-year; the non-net profit deducted is 12 billion-14 billion yuan, a year-on-year increase of 181.38%-228.28%.
Yiwei Lithium EnergyRecently releasedannouncementSaid that the company has signed a “Strategic Cooperation Framework Agreement” with the Huizhou Municipal People’s Government, which stipulates that,Yiwei Lithium Energyand its holding companies should invest no less than 2 billion yuan to build a new energy of 100 billion yuan in HuizhouBatteryIndustrial clusters, helping Huizhou new energyBatteryThe industry grows and develops.
Ganfeng Lithium IndustryThe announcement of the expansion of production said,Ganfeng Lithium Industryand its wholly-owned subsidiary Ganfeng International has entered into a partnership with an Australian listed companySMEsSigned the “Cooperation Agreement”, the agreement stipulated that PMI will provideGanfeng Lithium IndustrySupplied with spodumene,Ganfeng Lithium IndustryResponsible for processing into lithium compound products, and responsible for sales.
In terms of individual stock trends, this week’s Ningde era andYiwei Lithium Energy、Guoxuan Hi-TechThe trend is similar, the decline continued on Monday and Tuesday, rebounded on Wednesday, and continued to fall on Thursday and Friday.polyfluoride、Dongfang ElectricandTianqi Lithium IndustryThe trend is similar, mainly to shock adjustment.
Eastern FortuneEnergy storage concept sector after one weekCash flowXiang shows that the energy storage concept sector is dominated by net capital outflows this week.main forceThe net outflow was 11.2 billion yuan, and the net outflow of super-large orders was 7.78 billion yuan.
Energy storage is included in the priorities of provincial governments
The 2022 National Energy Work Conference held recently pointed out that it is necessary to strengthen the construction of peak-shaving power stations such as pumped storage, promote the flexibility transformation of coal power, and promote the development of new energy storage; optimize the national power grid pattern, and guide users to participate in market-oriented demand-side response. Promote the coordinated development of source, network, load and storage; promote the large-scale market-oriented development of new energy storage, and explore new models of hydrogen energy and comprehensive smart energy service development.
According to incomplete statistics, a total of about 25 provincial government work reports including Zhejiang, Shandong, Sichuan, Hebei, Shanxi, Inner Mongolia, and Liaoning have included energy storage development as the focus of work in 2022.
The Inner Mongolia Autonomous Region issued the “2022 Government Work Report”, which pointed out that it is necessary to speed up the construction of 10 million kilowatt-level new energy bases, pumped storage power stations and new energy storage facilities in eastern and western Mongolia; accelerate the planning and layout of large-scale new energy development in desert and Gobi areas. ; Accelerate the comprehensive application demonstration of the integration of source, network, load storage and wind-solar storage, and expand the wind-solar hydrogen storage industry cluster.
The Tibet Autonomous Region’s “2022 Government Work Report” proposes to vigorously develop the clean energy industry, build a complementary base for water, wind, wind, and solar energy storage in the upper reaches of the Jinsha River and the middle reaches of the Yarlung Zangbo River, and actively promote the construction of 1 million kilowatt-level photovoltaic bases and high-altitude wind power and “new energy”. + energy storage” pilot demonstration project construction.
Research reportOn the other hand, HuarongsecuritiesIt is pointed out that the continuous increase in the proportion of new energy sources such as wind power and photovoltaics will bring huge challenges to the power system. The state and local governments have issued a number of relevant policies to support the development of energy storage, and new energy storage will be used to improve the power system’s ability to adjust, comprehensive efficiency and security. Advanced energy storage technology can play an important auxiliary role in power to ensure renewable energy consumption and power stability.
Orient SecuritiesIt is estimated that the global energy storage in 2022BatteryThe installed capacity will reach 87.5 GWh, corresponding to the consumption of about 61,000 tons of lithium carbonate, and the installed capacity of energy storage batteries will reach 283.9 GWh in 2025.
CITIC SecuritiesIt is believed that the new energy industry is gradually shifting from subsidy-driven to market-driven. With the deepening of energy structure transformation and the rapid growth of energy storage demand, the decline in battery energy storage costs is expected to accelerate the penetration rate of lithium batteries in the energy storage field.
(Article source: China Times)