自发自用，余量上网”是指 2022年， 问题1：今天新上市的晶科能源大涨，怎么看？晶科能源与隆基股份、晶澳科技、天合光能类似，是021年，新型电力系统、硅料涨价、
[CITIC Securities: Electrification
is expected to continue to prosper Lithium iron phosphate limelight strong 】 from the battery materials market structure, the lithium iron phosphate batteries of the implemented take batteries for the ternary enterprises also further
expansion layout of lithium iron phosphate ternary lithium expansion slows, lithium iron phosphate battery is expected to continue to maintain the prosperity and become a mainstream technology, advice to focus on investment opportunities
in the lithium iron phosphate industry chain.
[CICC: Excellent food packaging materials track, focus on the opportunities of leading production expansion] Food packaging paper not only still has a large room for growth, but also the current market pattern is still relatively scattered, high-end products (such as liquid packaging) import dependence is still high. We estimate that under the background of consumption upgrading + replacing plastic with paper + import substitution,
the medium-term increment space of packaging materials in the food field is expected to exceed 2 million tons. We are optimistic that under the background of rapid growth of the industry, the leading group will rapidly expand production
with excellent product strength + channel strength to accelerate the acquisition of share and consolidate its leading position.
[Car chip prices skyrocketing to buy a "chance"] small increases are several times. More
serious than soaring prices is the lack of chips. Industry insiders say that chips produced several
years ago can also be used now because of the more mature process used to make standard chips. Auto
parts makers looking for chips will also buy chips made three or four years ago. Some merchants
are selling refurbished chips
【 Pv silicon material price six consecutive rise 】 This week the average price of domestic single crystal refeeding rose to 244,900 yuan/ton, the weekly increase was 0.78%; The average transaction price of single crystal dense material rose to 242,400 yuan/ton, with a weekly increase
of 0.71%. Silicon prices have risen for the sixth straight week since resuming gains on Jan. 12.
Today, growth stock photovoltaic plate relay, photovoltaic leading performance is good, Longji shares, sunshine power supply, Tongwei shares have a good rise.
Although the one-day rise compared to yesterday's semiconductor is much worse, but the continuity of the rebound after the Spring Festival is very good, the overall rebound strength
is good. The reason is also relatively simple, long-term demand growth exists, short-term
valuation fell back to a reasonable range, there are funds in the lithium and photovoltaic plate directly switch.
Today's drop is more liquor, especially Luzhou laojiao. Personally,
I think it is the collapse of group funds. Guizhou Maotai and Wuliangye did not fall less, but
Luzhou Laojiao went very strong, has been around 240, basically there is no reason for Moutai to fall, Luzhou Laojiao does not fall. To
put it bluntly, there are institutions in luzhou laojiao. It also makes sense to cover losses
now. Consumer stocks still depend on valuation, which naturally cannot support high stock prices.
Don't be fooled by the appearance of resilience. The
market as a whole is weak, fill the fall often became the theme. So be sure to buy low rather