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、 光伏建筑一体化、整县推进、异质结电池、风光大基地……这些行业内的词语，逐渐为社会所熟悉。【中信证券：电动化有望继续繁荣 磷酸铁锂风头正劲】从电池材料市场结构看，磷酸铁锂电池占比已实现对三元电池的反超，企业亦进一步加大对磷酸铁锂的扩产布局而三元锂扩产趋缓，磷酸铁锂电池有望继续维持繁荣、成为技术主流，建议关注磷酸铁锂产业链投资机会。
 
【中金：食品包装材料赛道优异，关注龙头扩产机遇】食品包装纸不仅需求仍有较大成长空间，且目前市场格局仍然较为分散、高端产品（如液包）进口依赖度仍然较高。我们预计，在消费升级+以纸代塑+进口替代背景下，食品领域包装材料中期增量空间有望超200万吨，我们看好在行业快速成长背景下，龙头凭借优异的产品力+渠道力快速扩产以加速份额获取、巩固领先地位。
 
【汽车芯片价格飞涨 要买还得“碰运气”】涨幅小的也有几倍。而比起飞涨的价格来说，更为严重的情况是没有芯片。业内人士称，由于车规级芯片普遍采用较为成熟的工艺制程，因此数年前生产的芯片现在也可以使用。找寻芯片的汽车零部件厂商也会收购三四年前生产的芯片。而有些商户开始销售翻新的芯片
 
【光伏硅料价格六连涨】本周国内单晶复投料成交均价上涨至24.49万元/吨，周环比涨幅为0.78%；单晶致密料价格成交均价上涨至24.24万元/吨，周环比涨幅为0.71%。自1月12日重回涨势后，硅料价格已连续第六周上涨。

今天成长股赛道光伏板块接力，光伏龙头表现的都不错，隆基股份，阳光电源，通威股份都有不错涨幅。虽然单日涨幅比起昨天的半导体差了不少，但是光伏春节后的反弹延续性很不错，整体来看反弹的力度还是不错的。补涨的原因也比较简单，长期需求增速存在，短期估值跌回合理区间，有资金在锂电和光伏板块直接做切换。
 
今天跌的比较多的是白酒，尤其是泸州老窖。个人认为还是抱团资金瓦解。贵州茅台和五粮液都没少跌，反而泸州老窖走的很强，一直在240左右，基本面上看没有理由茅台跌，泸州老窖不跌。说白了还是前期有机构在泸州老窖里抱团。现在补跌也是合理的。消费股还是要看估值，估值高自然撑不起高股价。不要被抗跌的表象所迷惑。市场整体偏弱，补跌往往成了主旋律。所以一定要买低不买高。

[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.