Five shares of the hottest electrical equipment ar

2022-08-22
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Electrical equipment: the edge is gradually exposed, and five shares are recommended

■: Ningde era continues to hold hands with Jiangling, and car companies are fighting to throw olive branches. Real lithium research shows that in June, the installed capacity of lithium battery was 2.92gwh, with a year-on-year increase of 11.95% and a month on month decrease of 35.13%. From the perspective of the pattern of battery manufacturers, catl still ranks first, with a share of 39.33%; (,) ranked second, with a sharp increase to 27.59% compared with May. The total market share of top2 exceeds 66%. It is expected that in the future, with the continuous improvement of market requirements for battery technology, leading enterprises will continue to expand their advantages, and the midstream pattern will gradually become clear. Following the strategic cooperation reached by Shanghai times with GAC and brilliance, Ningde times signed a strategic cooperation agreement with this week. According to the agreement, the two sides will carry out strategic cooperation on several key vehicles in the implementation process of the guide, and reach an intention to further deepen long-term strategic cooperation

a series of cooperation trends between major mainstream car companies and Ningde times are enough to show that catl, as a domestic battery leader, has a high degree of product recognition, and its battery capacity has also become the object of competition. Despite the current overall overcapacity of power batteries, high-end capacity is still in short supply, enterprise differentiation will accelerate, and battery manufacturers with technical strength will have a stronger position. Jinan experimental machine has the same points:. On July 10:30 and 11:00, market development and technology of thermoplastic products, on July 26, the group released the strategic plan for the next three years. In terms of new energy vehicle products, it plans to focus on the consumer market below 200000 yuan and launch a new model every year. In August, 2018, Nezha 01 will be launched. In 2019 and 2020, E30 and EP40 based on the new platform will be launched one after another

in addition to United new energy, new car makers such as Weima and future are also accelerating their entry, and delivery is expected to begin in the second half of the year. The actual performance of the products of new car manufacturers still needs to be tested by the market, but it is undeniable that players from all walks of life are eyeing the new energy vehicle market. No matter who will win in the end, the new energy vehicle market will realize the survival of the fittest under full competition, accelerate the replacement of fuel vehicles, and consumers will be the ultimate winner. Investment suggestions: first promote the target (,), (,) of high nickel ternary cathode. Lithium battery is the field that will inevitably produce large market value companies in the future, and the first lithium battery leader: Ningde era, (,). Due to the clear establishment of Tesla's domestic plant, the overseas progress of catl is expected not to covet the low price at 1:00, which continues to exceed expectations. It is mainly recommended to recommend the leaders in the segmentation field: putailai and Xusheng shares

■ new energy: the quota system was introduced within the year, and the "triple bottom" of wind power was established. According to Caixin, the National Energy Administration recently made it clear that the subsidy intensity of renewable energy will remain unchanged for 20 years without distinguishing between stock and incremental assets. At the same time, the green card trading system will be introduced to jointly support the development of renewable energy. At the same time, the renewable energy quota system will be introduced within the year. 1) "Policy bottom": different from the previous pessimistic expectation of "dynamic stock", the subsidy intensity of the new quota system is expected to remain unchanged. Operators can first obtain income by selling green certificates, and the difference between the income and the total amount of the original subsidy is made up by the renewable energy fund. On the one hand, it eases the pressure on the gap of new energy subsidies, on the other hand, the green certificate income accelerates the collection speed of operators, which can be described as a win-win situation. 2) "Bottom of the industry": previously, the market may have doubts about the recovery of the wind power industry, but recently, according to the data of China electricity Union, the wind power installed capacity in June was 1.23gw, with a year-on-year growth rate of 55%, and the growth rate in the first half of the year was 25%. The wind power installed capacity showed a trend of accelerating the recovery, especially considering the arrival of the traditional peak season in the second half of the year and the incremental factors such as the three north market and decentralized wind power, the trend of accelerating the recovery in the second half of the year is expected to continue. 3) "Valuation bottom":

the current valuation of the wind power sector is at the bottom of the historical valuation as a whole, and it is recommended to focus on (,), (,) and other operators, such as Datang new energy, Huaneng new energy and Longyuan Power

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