Green economy and Finance
Seven departments including the national development and Reform Commission: printing and distributing the implementation plan for promoting green consumption
Development and Reform Commission and other two departments: accelerating the construction of a national unified power market system
Carbon emission trading: the national carbon price rises, and Guangdong has the highest trading volume
Green energy index: high down, outperforming CSI 300 index
Carbon neutral theme Fund: callback years ago
Traditional energy and environmental protection
In December, the power consumption decreased by 2.2% year-on-year; The price of thermal coal fell and the price of crude oil rose
The Beijing Winter Olympics low carbon management report (before the competition) was released, and the Beijing Winter Olympics will be carbon neutral
The National Energy Administration held a press conference to introduce the situation related to the intelligent construction of coal mines
New energy and power equipment
The weekly average price of polycrystalline silicon compact increased by 1.7% month on month. The price of M6 monocrystalline silicon wafer was flat month on month, the price of M6 battery wafer was flat month on month, and the price of 440-450w module was flat month on month
Longji and central raised the price of silicon wafers again
Arctech Solar Holding Co.Ltd(688408) : 2021 annual performance forecast
New materials and nonferrous metals
Energy metal lithium prices continued to rise, while industrial metal prices fluctuated downward
Baotou Rare Earth hi tech Zone has 38 Rare Earth Enterprises above Designated Size, achieving a total industrial output value of 21.751 billion yuan
The two departments carried out the pilot work of applying the insurance compensation mechanism in the first batch of key new materials in 2021
Investment advice
Electric power and public utilities: it is recommended to pay attention to relevant companies in clean energy technology, carbon monitoring and other businesses; The increase of electricity price is conducive to improving the performance of power plants. It is recommended that China National Nuclear Power Co.Ltd(601985) , China Yangtze Power Co.Ltd(600900) , Sdic Power Holdings Co.Ltd(600886) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shenergy Company Limited(600642)
Coal: the price of coal has dropped sharply. Pay attention to the supply increment, recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to Shan Xi Hua Yang Group New Energy Co.Ltd(600348) of sodium ion battery
New energy: in terms of photovoltaic, it is suggested to pay attention to silicon wafer consumables (diamond wire and thermal field), tracking support and other links with a relatively good pattern; In terms of wind power, it is suggested to pay attention to the whole wind power plant and parts that can effectively transmit the price rise of raw materials to the downstream
New materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand
Nonferrous Metals: focus on the continuous release of future production capacity Zijin Mining Group Company Limited(601899)
