Five shares of the hottest electrical equipment ar

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Electrical equipment: Yufeng recommends five

cars: trend 1: the trend of the vigorous development of new energy vehicles remains unchanged, and passenger cars will play a major role in driving. It is estimated that the sales of new energy vehicles in 2018/2019/2020 will be 115/152/205 million, batteries 52/71/100gwh, and ternary power batteries account for 96% of the installed capacity of passenger cars. Due to the subsidy policy and the need of energy density, ternary high nickel is the general trend; Trend 2: the power battery shows a trend that first-line and second-line battery plants compete for the share of third-line and small plants. The first-line pattern composed of Ningde era and (,) is clear, and will fully enjoy the dividends of the vigorous development of new energy vehicles; Second tier battery enterprises, especially battery factories with technological advantages and good industrial chain cooperation with downstream vehicles, deserve attention; Trend 3: the high probability of lithium cobalt salt will continue to fall near the cost line, and the prices of four major materials such as diaphragm and electrolyte also show a downward trend, which can hedge the risk of the decline in the price of terminal cells, and high-quality leading power battery enterprises can fully enjoy the opportunities of high production scheduling and high premium structure. The three major and five small patterns of cathode materials are clear. It is recommended to recommend the high-end cathode lithium battery material putailai (603659) and the high nickel new material big meal Sanyuan faucet (,) (300073) and the anode and cathode faucet (,) (600884) that will enter the di supply chain next year. Pay attention to the opportunity of stabilizing the price of electrolyte with a better pattern. The additional tariff is mainly 20% and 25%; (3) Coated paper: tariffs are mainly 5% and 20%; (4) Corrugated box board

photovoltaic: the photovoltaic industry ushered in a painful period after the 531 new deal, which forced technological progress and cost reduction. After the 11 moon volt symposium, the policy was gradually restored. It is estimated that the annual installed capacity will be about 45gw. In the process of silicon material and silicon wafer, cost reduction comes first, and the manufacturing cost accounts for a large proportion. By improving the process, building factories in the west to reduce energy consumption costs, capacity expansion to achieve scale effect and other means, we can completely reduce production costs. We should pay attention to the leading enterprises with good competition pattern and strong profitability, which is also our purpose in Zibo. The technical barrier of silicon material link is high, and the gross profit margin of enterprises remains high. It is recommended to pay attention to the leading enterprises in the industry with strong cost control ability and profitability. It is recommended to (,) (600438)

wind power: the improvement of wind power curtailment ushers in the 18 year recovery of the wind power industry. The new installed capacity is transferred from the "Three North" to the South and the middle, and the price of wind turbines continues to decline. The approved installed capacity before January 1, 2018. In order to enjoy the relatively high electricity price, the installed capacity in 2019 is expected to be significantly increased in 19 years

the implementation of the clean energy consumption action plan (year) and the renewable energy quota system next year will provide policy support for the steady growth of wind power in the next two years, and the new installed capacity is expected to reach 25gw next year. We recommend high-quality wind power operators, (,) (600483). Due to the continuous decline of fan prices, the gross profit of fan equipment manufacturers is under pressure. It is suggested to pay attention to the profit inflection point opportunities of Fan enterprises

risk tips: the development of new energy vehicles is less than expected, and the photovoltaic and wind power policies are less than expected

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