New energy and new materials industry weekly report: "Energy Industry Strengthening Work Plan for Air Pollution Prevention and Control" is released, which is good for new energy

One-week performance of the new energy and new materials index: the Shanghai Composite Index rose 0.76% last week; the small and medium-sized board index rose 0.07%; the ChiNext index fell 2.55%. During the period, the new energy and new materials selected index compiled by us rose by 0.34% overall, underperformed the Shanghai Composite Index by 0.43 percentage points, outperformed the small and medium-sized board by 0.26 percentage points, and outperformed the ChiNext by 2.89 percentage points. The overall performance of the new energy and new materials sector continues to fluctuate with the general trend, slightly stronger than the small and medium-sized boards.

Photovoltaic and photovoltaic materials: The photovoltaic sector rose slightly last week. In the short term, attention should still be paid to market systemic risks. At present, the photovoltaic industry is basically facing a good trend. The ``Energy Industry Strengthening Work Plan for Air Pollution Prevention and Control'' issued by the National Development and Reform Commission once again emphasizes the vigorous development of distributed photovoltaics. Technology, rising east.

Batteries and battery materials: The prices of battery-grade lithium carbonate, lithium cobalt oxide and ternary materials have remained stable last week; the price of lead ingots, the processing fees of electric vehicle battery plates and the processing fees of automotive starter battery plates have all remained stable. Last week, battery stocks generally continued to adjust with the general trend. In the short term, due to the short-term lack of real strong stimulus factors in the industry, and because the overall stock market atmosphere is relatively empty, it is recommended to wait and see battery stocks.

Wind power and wind power materials: Last week, wind power stocks continued to adjust with the market, and the overall performance continued to be weak. We still maintain our previous view, that is, from the perspective of fundamentals and policies, the trend of the industry continues to improve without much change, but the short-term industry also lacks strong stimulus factors, and then considers that the opening of IPOs will affect growth stocks. Therefore, it is still recommended to wait and see the sector for the time being in the short term.

Nuclear power and nuclear power materials: The nuclear power sector rose slightly last week, with short-term attention to market systemic risks. The state’s support for nuclear power continues to increase. The National Development and Reform Commission’s “Energy Industry Strengthening Work Plan for the Prevention and Control of Air Pollution” once again emphasizes the safe and efficient promotion of nuclear power construction. It is expected to increase significantly. It is recommended to pay attention to small nuclear power material companies with new orders, new products and greater performance flexibility, such as Jiuli Special Materials, Jiangsu Shentong, and China Nuclear Technology.

Other new materials: Last week, the overall performance of other new materials indexes was stronger than the general trend. The main reason is the relatively strong trend of new metal materials companies in the sector. The short-term military theme stocks are heating up, so it is recommended to continue to recommend paying attention to the leading high-temperature alloy steel research Gaona.

Risk: systemic risk of the market; performance risk of related companies.