Event: yesterday, the State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan; Today, the Political Bureau of the CPC Central Committee organized a collective study on the double carbon goal. The general secretary deeply analyzed the situation and tasks faced in promoting carbon peak and carbon neutralization, and believed that the decision-making and deployment of the CPC Central Committee should be implemented in a down-to-earth manner. The relevant key points are as follows:
1. Total amount: emission reduction is implemented under the condition of ensuring energy security, and the energy consumption per unit of GDP in 25 years is 13.5% lower than that in 20 years;
2. System: improve the double carbon standard and promote the transformation from double control of energy consumption to double control of carbon emission;
3. Measures: firmly develop light, hydrogen, silicon and renewable energy, and promote the new energy supply and consumption system based on large-scale wind and solar power bases and carried by stable, safe and reliable UHV power transmission and transformation lines..
We will firmly promote the dual carbon goal and continue to emphasize the energy revolution. In this study meeting, the general secretary stressed that the system concept should be run through the whole process of “double carbon” work, and pay attention to dealing with the four pairs of relations between development and emission reduction, overall and local, long-term and short-term goals, government and market; Promote the “double carbon” work, and realize the five key tasks of strengthening overall planning and coordination, promoting the energy revolution, promoting industrial optimization and upgrading, accelerating the green and low-carbon scientific and technological revolution, and improving the green and low-carbon policy system.
Previously, people were worried that the dual carbon target would be relaxed on the basis of steady growth. However, from the perspective of relevant central policies recently, the policy guidance still firmly promoted the dual carbon target, continued to emphasize the energy revolution and benefited the overall development of new energy. Therefore, we believe that the current concerns about the development of new energy have been fully digested. It is expected that with the intensive introduction of policies, the capacity expansion of the industrial chain will accelerate and the demand will be large. In 2022, the wind, light, storage, hydrogen and other industries will further accelerate their development on the basis of last year.
Investment suggestions: continue to focus on the new energy sector and pay attention to [photovoltaic] Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) , Trina Solar Co.Ltd(688599) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Hangzhou First Applied Material Co.Ltd(603806) , Ningbo Deye Technology Co.Ltd(605117) , Shanghai Hiuv New Materials Co.Ltd(688680) , Flat Glass Group Co.Ltd(601865) , Kbc Corporation Ltd(688598) , Beijing Tianyishangjia New Material Corp.Ltd(688033) ; [wind power] Jinlei Technology Co.Ltd(300443) , Riyue Heavy Industry Co.Ltd(603218) , Zhangjiagang Guangda Special Material Co.Ltd(688186) , Titan Wind Energy (Suzhou) Co.Ltd(002531) , Dajin Heavy Industry Co.Ltd(002487) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Zhejiang Windey Co.Ltd(300772) , Ming Yang Smart Energy Group Limited(601615) , Xinjiang Goldwind Science And Technology Co.Ltd(002202) etc; [energy storage] Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Pylon Technologies Co.Ltd(688063) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Kehua Data Co.Ltd(002335) , Shenzhen Sinexcel Electric Co.Ltd(300693) , Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Shenzhen Envicool Technology Co.Ltd(002837) , Guangdong Shenling Environmental Systems Co.Ltd(301018) , Sanhe Tongfei Refrigeration Co.Ltd(300990) , Songz Automobile Air Conditioning Co.Ltd(002454) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , Jade Bird Fire Co.Ltd(002960) , Guoanda Co.Ltd(300902) etc; [new power system] Henan Pinggao Electric Co.Ltd(600312) , Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Beijing Sifang Automation Co.Ltd(601126) , Sieyuan Electric Co.Ltd(002028) , Guodian Nanjing Automation Co.Ltd(600268) , State Grid Information&Communication Co.Ltd(600131) , Wiscom System Co.Ltd(002090) , Shanghai Holystar Information Technology Co.Ltd(688330) , Willfar Information Technology Co.Ltd(688100) , Yijiahe Technology Co.Ltd(603666) , Hangzhou Shenhao Technology Co.Ltd(300853) , Hangzhou Kelin Electric Co.Ltd(688611) etc; [hydrogen energy] Hefei Kewell Power System Co.Ltd(688551) , Sungrow Power Supply Co.Ltd(300274) , Longi Green Energy Technology Co.Ltd(601012) , Kbc Corporation Ltd(688598) ; It is recommended to pay attention to Beijing Sinohytec Co.Ltd(688339) , Weichai Power Co.Ltd(000338) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongfang Electric Corporation Limited(600875) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) (mechanical coverage), etc;
Risk tip: the policy promotion is not as expected
