Company dynamics
China Yangtze Power Co.Ltd(600900) (601898): in 2021, the company achieved a total profit of 32.503 billion yuan, an increase of 47 million yuan or 0.15% year-on-year; The net profit attributable to shareholders of listed companies was 26.447 billion yuan, an increase of 149 million yuan or 0.57% year-on-year; The basic earnings per share was 1.1629 yuan, a year-on-year decrease of 0.0224 yuan, a decrease of 1.89%.
Events
On January 26, 2022, the Shanghai Composite Index closed at 3455.67 points, up 0.66%; Shenzhen composite index closed at 13780.37 points, up 0.7%%; The power sector index closed at 3117.73 points, up 1.06%. Among them, the top three companies in the photovoltaic equipment sector are: Tongling shares (301168. SZ, 4.74%), Ginlong Technologies Co.Ltd(300763) (300763. SZ, 4.42%), Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129. SZ, 4.15%). The top three companies in the thermal power sector are: Shanghai Electric Power Co.Ltd(600021) (600021. Sh, 5.45%), Guangdong Electric Power Development Co.Ltd(000539) (000539. SZ, 4.21%), Datang International Power Generation Co.Ltd(601991) (601991. Sh, 3.44%).
Comments
On January 24, the Political Bureau of the CPC Central Committee held the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization. The president Xi Jinping pointed out that achieving the goal of "double carbon" is a broad and profound change, which can not be achieved easily. We should properly handle the relationship between development and emission reduction. Emission reduction is not to reduce productivity or not to discharge, but to take the path of ecological priority, green and low-carbon development; Handle the relationship between the whole and the part well, and do not go in one step and "one size fits all"; Handle the relationship between long-term goals and short-term goals; To properly handle the relationship between the government and the market, we should adhere to two hands, establish and improve the incentive and restraint mechanism of "double carbon" work. Energy conservation and emission reduction is still the focus of China's work in the future. Actively and orderly promoting the development of new energy and efficient coal-fired power will help to promote the realization of the double carbon goal. The construction of renewable energy such as photovoltaic and wind power will continue to improve under the influence of policies, and the new energy power generation industry is expected to benefit.
Industry dynamics
\u3000\u30001. Grid connected power generation of the first batch of 200 MW units of Anbei No. 5 wind farm area a project: Recently, the first batch of 200 MW units of Anbei No. 5 wind farm area a project in Guazhou, Gansu Province invested and constructed by Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) new energy group were grid connected power generation. Anbei No. 5 wind farm is located in Guazhou County, Jiuquan City, Gansu Province. It is one of the key projects of the second batch of 5 million KW projects of Jiuquan 10 million kW wind power base phase II. The installed capacity of the project is 200 MW, 50 4 MW units are installed, and a 330 kV booster station is newly built.. (Longchuan wind power grid)
\u3000\u30002. In 2021, the electricity consumption of Anhui province increased by 11.86% year-on-year; in 2021, the electricity consumption of Anhui province increased by 11.86% year-on-year to 271.547 billion kwh, with an average increase of 8.64% in two years; The power generation of the whole society was 304.451 billion kwh, with a year-on-year increase of 9.33% and an average increase of 2.82% in the two years. (Anhui network)
