In early trading today, the A** market increased in volume, with the ChiNext index rising by more than 3%, and important stock indexes such as the Science and Technology Innovation 50 and the CSI 300 rising by more than 1%. On the disk, the "super track" new energy industry chain is active across the board, with BC batteries, photovoltaics, energy storage, lithium mines and other sectors among the top gainers, and coal, oil, electricity, water and other sectors among the top decliners.
BC battery leads the new energy boom
The BC battery sector soared by more than 9% in the morning, the largest increase in history, and the transaction volume in less than 30 minutes after the opening exceeded the transaction of yesterday's whole day. Tongxiang Technology has a 30% daily limit, and the stock price has hit a new high in more than 2 yearsThe market value exceeds 100 billion yuanLongBase green energy limit, in addition,Yubang New Materials, Haiyou New Materials, Aixu Shares, etc., rose by more than 10%. 
China's new energy industry is ahead of the world, especially the photovoltaic industry, and has formed a pattern of internal virtuous cycle competition. Towards the end of the year, there is a lot of news about new breakthroughs in photovoltaic cell technology.
A few days ago, after LONGi Green Energy announced that it had set a new world record for the conversion efficiency of single-junction silicon cells with HBC technology, Aiko released the industry's first bifacial BC module to fill the gap in the centralized power station market. Tongwei then announced that it had once again broken the record for the power and efficiency of HJT modules, which was the sixth time this year that Tongwei had set a new record for the power and efficiency of HJT modules.
The National Energy Administration recently released the national power industry statistics, and from January to November, the new installed capacity of photovoltaic was 16388GW, a year-on-year increase of 1494%。Among them, 21 new PV installations were added in a single month in November32GW, a year-on-year increase of 18541%, month-on-month **5653%。
In addition, from the perspective of ornamentality, the front of the BC structural module is unobstructed, and the appearance is more in line with the application of diversified architectural scenarios, so it is deeply loved by the distributed market.
In addition, BC batteries can be combined with other batteries to form new XBC batteries. For example, BC batteries can be combined with PERC to form P-IBC batteries, TOPCON batteries to form TBC batteries, and HJT batteries to form HBC batteries.
Ping An ** said that new batteries may be potential opportunities, and it is recommended to pay attention to the industrialization progress of new batteries such as HJT and BC, and the potential beneficiary targets include Myway shares, Deer Laser, LONGi Green Energy, etc.
Energy storage will continue to grow rapidly in the future
Energy storage is the fastest-growing segment of the new energy industry. In the morning, the energy storage sector rose by more than 3%, the largest increase in the past four months, and the half-day transaction exceeded yesterday's full-day transaction. Kuike Electronics has a 20% daily limit, and more than 10 shares such as Maiwei Shares, Witten Electric, Tianci Materials, and Yaxing Chemical have a daily limit or an increase of more than 10%.
New energy power generation is affected by natural environmental factors and has the disadvantage of instability, resulting in difficulty in consumption. The "PV + Energy Storage" mode can store the redundant electricity generated during the day for use at night, effectively overcoming the intermittency and fluctuation of photovoltaic power generation. It can also sell the stored electricity during peak hours, increase the photovoltaic income of enterprises, and greatly improve the power supply guarantee ability and load response ability.
According to incomplete statistics from wind data, Kunshan and Suzhou in Jiangsu, Zhuji in Zhejiang, Zaozhuang in Shandong and Hebei, Henan and other places have successively introduced relevant policy documents for distributed photovoltaic distribution and storage, and the distribution and storage requirements are between 8% and 30% of the installed capacity, and the specific configuration method is not limited, self-built, co-built or leased.
Under the promotion of policies, China's energy storage market is growing rapidly. According to BNEF**, the global installed capacity of new electrochemical energy storage will reach about 46GW in 2023, a year-on-year increase of 112%. By 2025, the global installed electrochemical capacity is expected to reach 148GW. The Chinese market is expected to reach 70GW by the end of 2025, nearly half of the world's cumulative installed capacity of electrochemical energy storage, with a compound annual growth rate of 889%。
Guoxin** believes that the urgency of energy storage demand has increased, and the demand for large storage will be accelerated. Driven by the penetration of energy storage, the demand for medium and high-power IGBT modules has increased simultaneously, and it is recommended to pay attention to the manufacturers of IGBT optical storage modules, such as Star Semiconductor, Times Electric, Macro Micro Technology, Dongwei Semiconductor, Yangjie Technology, New Clean Energy, Silan Micro, China Resources Micro, etc.
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