The hottest new power of electric equipment manufa

2022-07-19
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Electrical equipment: the new force of building vehicles that can achieve safer and more stable operation continues to invest heavily in the wind power industry. The expectation of rush installation is still the same.

report Abstract: the concept of investment can add sensors, fixtures and accessories of different tonnage as required to complete the multi-purpose of one machine: on the one hand, the new force of building vehicles continues to invest heavily in the field of vehicles

Weilai automobile announced that in 2018, Weilai automobile had a revenue of 5billion yuan and a loss of 9.6 billion yuan. On March 5, Weima automobile announced that it had completed a round C financing of 3billion yuan, with a total financing scale of nearly 23billion yuan. Driven by the new forces of car making, car enterprises will accelerate the transformation from subsidies to market competition, and drive the rapid development of the new energy vehicle industry. We suggest to focus on the power battery, wet diaphragm and high nickel ternary fields. In terms of PV, from the perspective of the price of the industrial chain, the market has turned into an off-season, and it is expected that the market will have a certain degree of correction, which should be cautious

in terms of wind power, according to the latest warning results, the number of red areas has been reduced to 2, and the expectation of rush loading in the past 19 years is still the same. The replacement import of offshore wind power polyolefin products is the top priority in the product structure adjustment of the chemical sector, with greater flexibility

new energy vehicles: new forces in vehicle manufacturing continue to invest heavily in the field of new energy vehicles. Weilai automobile released its 2018 annual report. In 2018, Weilai automobile had a revenue of 5billion yuan and a loss of 9.6 billion yuan. On March 5, Weima automobile announced that it had completed the round C financing of 3billion yuan, and Weima's total financing scale was close to 23billion yuan. Our automobile industry is changing from "policy driven" to "market driven"

driven by the new forces of car making, car enterprises will accelerate the transformation from grabbing subsidies to grabbing the market, and drive the rapid development of the new energy vehicle industry. In addition, the installed capacity of power batteries in February was 2.2gwh, a year-on-year increase of 118%. We suggest focusing on power batteries, high nickel ternary and wet diaphragm

it is suggested to pay attention to: () (highly benefited from the revival of iron lithium route), Enjie (wet diaphragm leader), () (high nickel ternary cathode material), Xingyuan material (dry diaphragm leader), Ningde times (a globally competitive power battery enterprise), () (a power battery enterprise that has made breakthrough progress in overseas markets). Give the above companies a "buy" rating

new energy power generation: this week, from the perspective of photovoltaic industry chain prices, there has been a general decline, indicating that the off-season has come. It is expected that the terminal demand will further weaken after the end of March and the end of Japan's traditional peak season. However, due to the short off-season this year, the market demand may reach the bottom in May and gradually recover in June. Therefore, the overall component price decline this year is limited, and the low price of the industry chain will probably occur in September, It is also a buying point for phased layout

focus on: (), (), (). In terms of wind power, the National Energy Administration issued the notice of the National Energy Administration on releasing the monitoring and early warning results of wind power investment in 2019. The notice pointed out that Xinjiang (including XPCC) and Gansu are red early warning areas. Inner Mongolia is an orange warning area. Xinzhou City, Shuozhou City and Datong City in the north of Shanxi, Yulin City in the north of Shaanxi, Zhangjiakou City and Chengde City in Hebei Province are subject to orange warning management. Other provinces (autonomous regions, municipalities) and regions are green warning areas. From the policy point of view, only two provinces in the red area have taken off their hats, so the compatibility between the two is poor and the results are remarkable. We believe that with the liberalization of more power restriction areas, the wind power industry will continue to grow in 2019, the onshore wind power will grow steadily, and the offshore wind power may usher in an outbreak period, with great flexibility. It is recommended to arrange the offshore wind power related targets in advance. Target of concern: (), Hewang electric, Mingyang intelligent

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