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Re-welcome policy favors the concept of energy storage to move higher, Heshun Electric and other daily limits
Energy storage concept stocks were active in intraday trading on the 11th. As of press time,Heshun Electric、Cooltech Power“20cm” daily limit,Daye SmartAn increase of over 12%,Han Cable、Sifang shares、Xinzhu sharesWait for the daily limit,Jiuzhou Group、InvicAn increase of over 8%,Auto Motion、EasyRose more than 8%.
On the news, the National Development and Reform Commission and the National Energy Administration recently issued the “Notice on Encouraging Renewable Energy Power Generation Companies to Build or Purchase Peak-shaving Capacity to Increase the Grid Connection Scale”, which clearly stated that grid companies should undertake the guaranteed grid connection of renewable energy. On the basis of responsibility, power generation companies are encouraged to increase the scale of renewable energy power generation installations and grid-connected power generation by means of self-built or purchase of peak shaving energy storage capacity.
Guojin SecuritiesIt is expected that the timely introduction of the electrochemical energy storage electricity price mechanism and the relevant policies of the electricity price marketization on the power generation side are highly probable events, which will further promote the transformation of energy storage assets from “policy requirements” to “profitable models” and greatly stimulate related investment enthusiasm.
The agency believes that this policy directly benefits energy storage (intensity is greater than the time-of-use price policy) and indirectly benefits wind and solar power generation, reiterating the view that “the power source is the main body of the energy storage market”.Focus on companies related to energy storage inverters, batteries, and system integration, especially with projects on the power supply sidePerformance, Companies with superior customer resources:Sungrow、Ningde era、Narada Power、Costa、Xinyi Power StorageAt the same time, continue to recommend photovoltaic and wind power sectors as a whole; in addition, it is recommended to pay attention to the hydrogen energy industry chain.
The real estate sector strongly pulls up Vanke A rose by more than 9%, Poly Real Estate surged 28% on the 5th
The real estate sector rose strongly during intraday trading on the 11th. As of press time,Special serviceRose more than 12%,Poly Real Estate、Jinke shares、Gemdale Group、CCCC Real EstateWait for the daily limit,New Town Holdings、Vanke ARose more than 9%. It is worth noting thatPoly Real EstateThe recent trend is strong, with a surge of about 28% in the past five trading days.
On the news, on August 10, the Tianjin Municipal Planning and Natural Resources Bureau issued a supplementary for the listing and assignment of the right to use Tianjin’s state-owned construction landannouncement, Tianjin’s second round of “two-centralized” land supply, the starting time for listing of plots was uniformly adjusted to September 1, 2021 at 9:00, and the deadline for listing was uniformly adjusted to September 10, 2021.
In addition, on the evening of August 6, the Shenzhen Public Resources Trading Center issued a supplementary announcement on the transfer of land use rights for residential land next week, suspending the transfer of 22 plots of land.The 22 parcels of land originally planned to be sold in Shenzhen, with a total land area of approximately 833,800 square meters, a total construction area of approximately 2,799,200 square meters, and a starting price of approximately 42.198 billion yuan.
In this regard,CITIC SecuritiesIt is pointed out that Tianjin has extended the transfer time of some land, Shenzhen has suspended the listing of some centralized transfer land, and the specific rules for the second centralized land supply are facing adjustments. In the context of the first centralized land supply, the premium rate of land transactions in some cities was too high, and the competition was too fierce, the adjustment of the local land supply mechanism was a general trend.
The energy storage industry frequently welcomes policies that are good for car-network interaction and waits for the wind to rise
Recently, the energy storage industry has frequently welcomed favorable policies. First, the new energy storage policy has been implemented, and then the time-of-use electricity price mechanism has been introduced, which provides a natural development “soil” for user-side energy storage.
Soochow SecuritiesAccording to the analysis, under the background of carbon peak and carbon neutrality, the growth of the energy storage market is relatively certain. It is estimated that the new energy storage demand will reach 163GW/511GWh in 2025, and the energy storage market space will exceed 600 billion yuan. In the long run , Is expected to reach a trillion market space.
The huge market space in the energy storage market has attractedNingde era、Guoxuan Hi-Tech、Tesla、BYDCompanies in the electric vehicle industry chain are competing for layout. But in fact, there are big differences in the layout rhythm and investment between different companies. “In the field of energy storage exploration, battery manufacturers are relatively active, but the pace of new energy vehicle companies has not been significantly accelerated.” Chen Jianhua said that there are now some obstacles and challenges in the interaction between new energy vehicles and the power grid. of. He said that most of the current charging of new energy vehicles is one-way, and the electric energy can not be transmitted back to the grid through the charging pile after being discharged. In order to achieve two-way interaction with the grid, the structure of the vehicle itself needs to be adjusted, whether it is From the initial design stage, or the subsequent software and hardware upgrades, this two-way interaction should be included.
Wi-Fi chips have risen 5 times and are in short supply, the industry chain restarts a new cycle of benefit
According to Jiwei.com, “out of stock price increases” have flooded the entire semiconductor industry, and Wi-Fi chips have not been spared. The Taiwan-based Netcom chip supplier bluntly stated that in terms of the selling price of the terminal Wi-Fi module of about 3.5 US dollars in 2020, the current transaction price in the third quarter has been directly called 5 times and the supply is in short supply. Downstream IC distributors said that the current quotations of Wi-Fi, switches and Ethernet network chips have continued to rise. For example, Wi-Fi modules that can be commonly used in terminal PCs, industrial computers and consumer electronic products, the quotation is still 3.5 in 2020 The U.S. dollar is at a high level, but the price of a set in the third quarter has been speculated to 16-17 US dollars.
West China SecuritiesIt is believed that operators are accelerating the development of smart home and smart networking services, and are trying to find new profit growth points. The current three-gigabit network is in the popularization stage, especially 10GPON+WiFi6. The network terminal infrastructure is expected to benefit fromTelecom operationsWith the growth of business investment, the collection of home gateway terminals is expected to continue to grow substantially.
New ship orders account for 51% of the global total, and the shipbuilding market has entered a long-term upward phase
China ShipAccording to data from the Industrial Association, in the first half of this year, the national shipbuilding volume was 20.92 million deadweight tons, an increase of 19.0% year-on-year. In this report card, high-end ship types have increased significantly. In the first half of this year, the global newbuilding transaction volume reached 74.97 million dwt, a year-on-year increase of 222%. Among them, my country’s new ship orders accounted for 51% of the world’s total, and the average monthly order volume reached 6.37 million dwt, 1.8 times the number of shipbuilding completed in the same period.
China SecuritiesIt is judged that the new shipbuilding market will continue to be active this year, or it will become a small peak in the shipbuilding market in recent years. Global newbuildings are expected to exceed 100 million dwt, and my country’s newbuilding market will exceed 40 million dwt. The active shipbuilding market this year is mainly driven by the following reasons: First, downstream shipowners have ample cash flow, and the current price of new ships is still low, and shipowners are more willing to build ships. Affected by the mismatch of supply and demand of the epidemic, starting from the end of 2020, the freight rates of containers and bulk carriers have risen sharply. The rapid increase in freight rates resulted in a significant increase in shipowners’ profits in the first quarter and sufficient liquidity. However, in 2020, shipbuilding prices will fall further, and shipowners will increase their willingness to build ships in the current environment. Second, due to the impact of the epidemic in 2020, new shipbuilding orders have fallen sharply, and the shipowner’s order plan has been postponed to 2021, superimposed on the release of subsequent update plans, resulting in 2021 orders will become a small peak in the shipbuilding market in recent years. Global newbuilding orders in 2020 are only 5,223 dwt, a sharp drop of 30% year-on-year. This part of the demand will be postponed to 2021. The growth rate will be seen from the delivery date. The current container ship delivery date is scheduled for 2023-2024, indicating that some subsequent replacement plans may have been released ahead of schedule.
The price of a variety of Chinese medicinal materials rose, and the performance of 23 concept stocks increased year-on-year
In recent years, driven by factors such as the obvious clinical efficacy of traditional Chinese medicine and the increase in per capita medical and health consumption expenditures, the domestic demand for Chinese medicinal materials has continued to grow, and the industry has ushered in development opportunities. In addition, traditional Chinese medicine has been effective in the prevention, control and treatment of the new crown epidemic, and it has also played a positive role in expanding its market scale.
According to data from the National Bureau of Statistics, as of the end of June, there were more than 200,000 Chinese medicinal materials planting enterprises nationwide, with a planting area exceeding 3 million hectares, of which Henan, Hubei and other provinces had planted areas exceeding 100,000 hectares. From 2015 to 2019, the turnover of the national Chinese medicinal materials market increased by more than 75.1 billion yuan. In 2019, the transaction volume of the Chinese medicinal materials market exceeded 165 billion yuan, and it is expected that the transaction volume of the Chinese medicinal materials market will approach the 200 billion yuan mark in 2021.
A total of 23 Chinese medicine concept listed companies that have announced/predicted their semi-annual results have been counted. From the perspective of market conditions, the concept of traditional Chinese medicine continued to be booming in the second quarter. The cumulative increase of the Chinese medicine industry index from April 1 to July 1 was as high as 26.41%.
(Article Source:Oriental wealthResearch center)