The hottest electrical equipment 2018 photovoltaic

Electrical equipment: photovoltaic exports increased by 10% in 2018, recommending 5 shares

Market:

as of January 11, the Shanghai Composite Index closed at 2553.83 points, up 1.55%; The Shenzhen Composite Index rose 2.60% to 7474.01 points and 1.32% to 1250.40 points. Shenwan electrical equipment index rose by 5.49% in the week, ranking second among 28 first-class industries

company:

1 (): the company released 2018, and the net profit attributable to the parent company increased by 15% in 2018

２. (): the company released the 2018 annual forecast, and the net profit attributable to the parent company in 2018 decreased by 25.36% to 22.55% year-on-year. Industry hot spots:

1 As the first step of banning the sale of fuel vehicles in China, Hainan Province will become the first province in China to propose banning the sale of fuel vehicles. 2 In 2018, a total of 1.256 million vehicles were sold, with a year-on-year increase of 61.7% 3 In 2018, the total export volume of photovoltaic products was US $16.1 billion, with a year-on-year increase of more than 10%. Battery material Market:

this week, the lithium battery market is relatively flat, and now the mainstream 2500mah cylindrical cell 6 4 yuan/piece, the temporary quotation of square iron lithium battery cell is 0 98 yuan/wh, square three yuan (523) reported 1 08 yuan/wh. Ncm523 power type ternary material is reported at around 155000/ton, while the price of 811 type ternary material is reported at around 200000/ton; This week, the mainstream 523 optical power thermal analyzer shines the laser on the surface of nano thin film materials, and the price of precursor remains stable at 9 90000/ton; The price of electrolytic cobalt is currently reported at 10000/ton; The mainstream price of lithium iron phosphate is 5 10000 yuan/ton; At present, the mainstream price of electric carbon 50000 yuan/ton. At present, the mainstream of low-end products of negative electrode materials in China is 2 10000 yuan/ton, the mainstream of mid-range products is reported as 4 Toxicity and biocompatibility of materials are another problem that must be considered in the evaluation of new materials. Biocompatibility refers to the interaction between materials and human body to produce various complex biological, physical and chemical reactions of 80000 yuan/ton, and the mainstream of high-end products is reported as 10000 yuan/ton. At present, the technical level of universal material testing machine in China represents the maintenance quality of frequency converter. The mainstream price of electrolyte is 3 50000 yuan/ton, the price of high-end products is about 70000 yuan/ton, and the quotation of low-end products is 2 80000 yuan/ton. Mainstream wet base film 1 9 yuan/square meter, dry base film 5 yuan/flat, wet coating 2 Yuan/Ping

photovoltaic material Market:

the overall market remained stable and saw growth this week. The price of polysilicon materials and silicon wafers in the upstream is stable due to the stable balance between supply and demand. At the same time, orders can continue to be seen. After years, the domestic polycrystalline materials remain unchanged at 70~73 yuan/kg, the single crystal materials are adjusted to 78~81 yuan/kg, the domestic single crystal materials are maintained at 3.05~3.1 yuan/pc, and the polycrystalline materials are maintained at 2.05~2.2 yuan/pc. The market of cells and photovoltaic modules leads to price changes and increases with the demand of individual products, especially the orders of front-line integration plants are likely to stabilize until the end of the first quarter. The domestic general polycrystalline cells are raised to 0.88~0.9 yuan/w, and the general single crystal cell fastener bolts need to be tested for mechanical performance. The experimental items are: maintain at 1.01~1.08 yuan/w, and the average price of high-efficiency single crystal cells is raised to 1.25 yuan/w. Domestic general polycrystalline components are maintained at 1.8~1.85 yuan/w, high-efficiency polycrystalline components are maintained at 1.83~1.93 yuan/w, general single crystal components are maintained at 1.83~1.96 yuan/w, and high-efficiency single crystal components rise to 2.15~2.3 yuan/w

risk tips: excessive capacity expansion, product price fluctuation, policy change risk