Index
On February 9, 2022, the Shanghai Composite Index closed at 3479.95 points, up 0.79%; Shenzhen composite index closed at 13531.31 points, up 1.55%; Photovoltaic index closed at 4453.00 points, up 0.95%. The wind power index closed at 3065.30 points, up 1.38%. Among them, the top three companies in the photovoltaic industry are: Kehua Data Co.Ltd(002335) (002335,4.75%), Shandong Jinjing Science And Technology Stock Co.Ltd(600586) (600586,4.59%), Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) (600151,4.31%). The top three companies in the wind power industry are: Spic Dongfang Energy Corporation(000958) (000958,10.02%), Jinlei Technology Co.Ltd(300443) (300443,6.85%), Zhuzhou Times New Material Technology Co.Ltd(600458) (600458,4.67%).
Comments
On February 8 local time, EDF issued a statement that, due to the corrosion problem of the safety system previously found in the same type of units, EDF decided to shut down three more nuclear reactors for corresponding testing. The three nuclear reactors to be shut down are Hinon 3 reactor, catnon 3 reactor and specific heat 4 reactor. At present, the problem has appeared in at least four nuclear reactors in France, showing some vulnerability of nuclear power. Combined with the EU’s attitude towards nuclear power and natural gas on February 7, nuclear power and natural gas are likely to be excluded from clean energy in the future, and investment is limited. Although the EU’s policy changes have little impact on China’s related industries, this incident also urges us to carefully observe our own nuclear power safety issues. Considering China’s short carbon neutralization path and heavy tasks, nuclear power, as a zero carbon emission energy with stable output, will still bear the heavy responsibility.
Industry dynamics
\u3000\u30001. The carbon emissions of Beijing Winter Olympic Games will be neutralized. In order to achieve the goal of carbon neutrality of the Winter Olympic Games, all venues of the Winter Olympic Games will realize green power supply, the events will use low-carbon transportation system, and energy-saving and clean energy vehicles account for 84.9%. The Beijing municipal government and Zhangjiakou Municipal government will donate forestry carbon sequestration for the Winter Olympics, Petrochina Company Limited(601857) , the State Grid, the Three Gorges group and other enterprises will donate 200000 tons of carbon sequestration to the Beijing East Olympic Organizing Committee in the form of sponsoring certified carbon emission reductions. (Polaris power grid)
Company dynamics
Dynagreen Environmental Protection Group Co.Ltd(601330) (601330): the company issued an annual performance forecast. In 2021, the company achieved an operating revenue of 5072.8697 million yuan, a year-on-year increase of 122.73%, and the net profit attributable to shareholders of listed companies was 700.2399 million yuan, a year-on-year increase of 39.11%. Shishou project, Yongjia phase II project and Pingyang phase II project of the company were successively put into operation in the first half of 2021. Haining expansion project, Huizhou phase II project, Hong’an project and Yichun project put into operation in the first half of 2020 were put into operation throughout 2021; The stable operation of Shantou and other projects and the improvement of capacity utilization are the main factors for the company’s performance growth.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
