"reducing fever" of new energy plate is not a bad thing.

Photovoltaic equipment, wind power equipment, batteries, power equipment and other plates led the two cities down. As of the close of the day, power equipment fell 5.65%, leading the drop in the industry in case of emergency; photovoltaic equipment fell 7.68%, leading the decline in Shenwan second-tier industry. In terms of concept plateWind data show that the TOPcon battery index and photovoltaic inverter index fell by more than 8%, and the perovskite battery index fell by 7.78%. Other new energy sector indices also fell more than 6%.

The decline in the new energy sector by such a magnitude does scare investors. On the face of the news, the inflation reduction Act (IRA) introduced by the United States has been widely concerned and worried by the industry.According to the bill, the United States will provide the highest tax credit for the purchase of new and used new energy vehicles from 2023, but requires that the final assembly of these vehicles must be carried out in North America.And the raw materials for electric car batteries must come from the United States, or countries that have signed a free trade agreement with the United States, or recycled from North America.

Many people interpret it as aimed at Chinese companies, which is both correct and incorrect. It is correct because it has a great impact on Chinese enterprises.In accordance with the requirements of the IRA Act, an insurmountable wall has actually been set up in front of Chinese enterprises, and it is normal for investors to panic.. At the same time, it should be noted that the IRA Act does not prohibit products from other regions from entering the US market, but does not enjoy subsidies. The real localization of the United States will not be realized until 2029. No one can tell what will happen to the world situation during this period. Therefore, there is no need for Chinese companies to feel nervous and panicked, and investors should not be bearish on the new energy sector.

More importantly, the IRA Act only targets local companies in the United States, and projects invested by American enterprises in other countries, such as Tesla, Inc. 's factory in China, are not subject to the IRA Act. In order to avoid the impact and influence of the IRA Act, American enterprises, including Tesla, Inc., may also increase their investment in non-American and non-North American regions, so as to avoid affecting the cooperation between enterprises and suppliers because of the IRA Act. Chinese suppliers, in particular, are very important to relevant American companies. Against such a backgroundIt is true that investors' panic may not have much to do with the IRA Act, but it is more likely that the new energy sector in the early stage is a little hot, and it is time to "reduce the fever", adjust and calm down.. The IRA Act is more of an "antipyretic drug", so that the high fever in the new energy sector can be slightly reduced to avoid serious problems.

Other analysts believe thatAnother reason for the sharp decline in the new energy sector is a legislative proposal released by European Commission President von der Lane after his "State of the Union address" on September 14.. The proposal prohibits the sale and supply of products produced by forced labor in the EU market. As a result, many people naturally think that this is the EU aimed at China. We believe that although the heart of the EU is well known, as long as there is no direct roll call, we have the right to restrict enterprises and products within the EU.If the EU calls the roll and points to China, then you are welcome and should fight back resolutely.. You know, according to the current energy crisis in Europe, if you restrict the entry of new energy products from other countries and regions, especially China, then Europe is killing itself. Europe with high energy prices, but cannot afford the production of new energy products with high energy consumption, must rely on imports. If China and other countries restrict the entry of new energy products into Europe, there will be a break in the industrial chain in Europe. Naturally, the EU's so-called ban on products produced by forced labor is actually putting a pair of shackles on itself. Therefore, this is not the main reason for the sharp decline in the new energy sector.

In fact, the new energy sector can be "hot" like this, or the policy plays a leading role, the subsidy policy has not all withdrawn, the policy to encourage the use of new energy vehicles is frequent, and the price of lithium is fried into a fire. as a result, there is a certain degree of bubble and moisture in the new energy sector. If we do not keep a clear head and do not let the fire of the new energy sector drop, no one can guarantee that there will be no serious problems.

And because of that,The sharp fall in the new energy sector is not a bad thing. Instead of waiting for the risk to break out when the problem is serious, release the risk before then. Once the risk is released, and then gradually return to the normal state, the security of the new energy sector, the value of investment will be higher, do not worry about when the risk will break out. Neither the IRA bill of the United States nor the legislative proposal of the European Union is positive news, but it is by no means very negative news. China not only has sufficient coping ability, but also has the ability to fight back effectively. Naturally, it will not cause a serious negative impact and impact, and excessive interpretation of these two messages will only lead to confusion, release and expand negative emotions, and form a terrible pattern in which you frighten yourself. We still need to be bullish on China's new energy industry, but don't be overly bullish and exaggerate the market effect of the new energy industry as in the previous period. The new energy sector has investment value, but it must not exceed the upper limit of investment value to avoid serious moisture and bubbles.