自發(fā)自用，余量上網(wǎng)”是指 2022年， 問題1：今天新上市的晶科能源大漲，怎么看？晶科能源與隆基股份、晶澳科技、天合光能類似，是021年，新型電力系統(tǒng)、硅料漲價(jià)、 光伏建筑一體化、整縣推進(jìn)、異質(zhì)結(jié)電池、風(fēng)光大基地……這些行業(yè)內(nèi)的詞語，逐漸為社會(huì)所熟悉。【中信證券：電動(dòng)化有望繼續(xù)繁榮 磷酸鐵鋰風(fēng)頭正勁】從電池材料市場(chǎng)結(jié)構(gòu)看，磷酸鐵鋰電池占比已實(shí)現(xiàn)對(duì)三元電池的反超，企業(yè)亦進(jìn)一步加大對(duì)磷酸鐵鋰的擴(kuò)產(chǎn)布局而三元鋰擴(kuò)產(chǎn)趨緩，磷酸鐵鋰電池有望繼續(xù)維持繁榮、成為技術(shù)主流，建議關(guān)注磷酸鐵鋰產(chǎn)業(yè)鏈投資機(jī)會(huì)。
 
【中金：食品包裝材料賽道優(yōu)異，關(guān)注龍頭擴(kuò)產(chǎn)機(jī)遇】食品包裝紙不僅需求仍有較大成長(zhǎng)空間，且目前市場(chǎng)格局仍然較為分散、高端產(chǎn)品（如液包）進(jìn)口依賴度仍然較高。我們預(yù)計(jì)，在消費(fèi)升級(jí)+以紙代塑+進(jìn)口替代背景下，食品領(lǐng)域包裝材料中期增量空間有望超200萬噸，我們看好在行業(yè)快速成長(zhǎng)背景下，龍頭憑借優(yōu)異的產(chǎn)品力+渠道力快速擴(kuò)產(chǎn)以加速份額獲取、鞏固領(lǐng)先地位。
 
【汽車芯片價(jià)格飛漲 要買還得“碰運(yùn)氣”】漲幅小的也有幾倍。而比起飛漲的價(jià)格來說，更為嚴(yán)重的情況是沒有芯片。業(yè)內(nèi)人士稱，由于車規(guī)級(jí)芯片普遍采用較為成熟的工藝制程，因此數(shù)年前生產(chǎn)的芯片現(xiàn)在也可以使用。找尋芯片的汽車零部件廠商也會(huì)收購(gòu)三四年前生產(chǎn)的芯片。而有些商戶開始銷售翻新的芯片
 
【光伏硅料價(jià)格六連漲】本周國(guó)內(nèi)單晶復(fù)投料成交均價(jià)上漲至24.49萬元/噸，周環(huán)比漲幅為0.78%；單晶致密料價(jià)格成交均價(jià)上漲至24.24萬元/噸，周環(huán)比漲幅為0.71%。自1月12日重回漲勢(shì)后，硅料價(jià)格已連續(xù)第六周上漲。

今天成長(zhǎng)股賽道光伏板塊接力，光伏龍頭表現(xiàn)的都不錯(cuò)，隆基股份，陽光電源，通威股份都有不錯(cuò)漲幅。雖然單日漲幅比起昨天的半導(dǎo)體差了不少，但是光伏春節(jié)后的反彈延續(xù)性很不錯(cuò)，整體來看反彈的力度還是不錯(cuò)的。補(bǔ)漲的原因也比較簡(jiǎn)單，長(zhǎng)期需求增速存在，短期估值跌回合理區(qū)間，有資金在鋰電和光伏板塊直接做切換。
 
今天跌的比較多的是白酒，尤其是瀘州老窖。個(gè)人認(rèn)為還是抱團(tuán)資金瓦解。貴州茅臺(tái)和五糧液都沒少跌，反而瀘州老窖走的很強(qiáng)，一直在240左右，基本面上看沒有理由茅臺(tái)跌，瀘州老窖不跌。說白了還是前期有機(jī)構(gòu)在瀘州老窖里抱團(tuán)?，F(xiàn)在補(bǔ)跌也是合理的。消費(fèi)股還是要看估值，估值高自然撐不起高股價(jià)。不要被抗跌的表象所迷惑。市場(chǎng)整體偏弱，補(bǔ)跌往往成了主旋律。所以一定要買低不買高。

[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 than high.