New energy vehicles: the capacity utilization rate remains high and the leading advantage is obvious. Recently, we have conducted a survey on some companies in the power battery industry chain. On the whole, (1) since the fourth quarter, the capacity utilization rate of the industry chain has maintained a high level. Since the third quarter of last year, the industry production scheduling has increased significantly and formed inventory. November is the inventory digestion period, but this year the industry is relatively rational, and the production scheduling shows a trend of increasing month by month; (2) The concentration of various segments has been continuously concentrated. This year, the low-end production capacity of the industry has been gradually cleared, and the market share of leading enterprises has been increasing. Compared with other industries, the growth of the new energy automobile industry chain is relatively certain, and the production scheduling in the fourth quarter has been rising, and the allocation value has emerged.
Photovoltaic wind power: the third version of the draft for the consultation of renewable energy quota system was released, and the combination of "quota system" and "green card" promoted the consumption of scenery. The National Energy Administration actively promotes the consumption of renewable energy, and the operating enterprises are expected to benefit. On November 15, the General Department of the National Energy Administration issued a letter soliciting the opinions of the Notice on the Implementation of the Renewable Energy Power Quota System, soliciting the renewable energy power quota system and related assessment methods for three times. Compared with the previous two versions, the third version of the draft for comment further clarified the implementation subject, adjusted quota indicators (total renewable energy quota indicators and non-water renewable energy quota indicators) and assessment methods. According to the relevant contents of the Notice, the indicators of each province in 2018 are only for self-inspection. The assessment mechanism of renewable energy quota system will be officially launched in 2019, and the relevant indicators will be announced in Q1 2019. We believe that the quota system combined with the implementation and implementation of green certificates will further promote the consumption of renewable energy, and the sales of green certificates will help improve the cash flow of enterprises in operation.