Events
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%; The power sector index closed at 3256.74 points, up 1.73%. Among them, the top three companies in the photovoltaic power generation sector are: Beijing Xiaocheng Technology Stock Co.Ltd(300139) (300139. SZ, 5.47%), Jiangsu Linyang Energy Co.Ltd(601222) (601222. Sh, 2.57%), Jiawei Renewable Energy Co.Ltd(300317) (300317. SZ, 2.46%). The trading limits of the three companies in the thermal power sector were: Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) , Guangdong Electric Power Development Co.Ltd(000539) , Spic Dongfang Energy Corporation(000958) .
Comments
Since 2022, the price of thermal coal has ushered in a new round of rising market. As of February 8, 2022, the spot price of thermal coal was 1160 yuan / ton, up 45.91% month on month; The closing price of thermal coal (jingtanggang Shanxi) was 940 yuan / ton, up 38.24% month on month. The rapid rise of coal price increases the cost pressure of power generation enterprises in the short term. However, with the continuous development of the national coal supply guarantee policy, the coal output has rebounded and the price tends to be stable. Since the Spring Festival, coal production in various regions has resumed one after another. At present, the output has basically returned to the pre Festival level, and the coal storage of national unified dispatching power plants remains above 165 million tons. With the continuous increase of coal supply, the demand for superimposed coal has decreased, the coal price is expected to be effectively controlled, the guarantee capacity of coal supply will be further enhanced, and the cost pressure of power enterprises will be eased.
Industry dynamics
\u3000\u30001. 9 stations of Fuyang petroleum completed photovoltaic power generation projects: by the end of 2021, Anhui Fuyang petroleum completed photovoltaic power generation projects of 9 stations such as Liwa and Xianghe, and signed power generation and consumption contracts with the State Grid. The project adopts the mode of "self use and surplus power on the Internet". The generated power is connected to the internal distribution box of the gas station for use in the station, and the surplus power is fed into the public power grid. ( China Petroleum & Chemical Corporation(600028) report)
\u3000\u30002. China's first 126 kV green environmental protection composite appliance was put into operation in Hebi. On January 19, China's first 126 kV fluorine-free environmental protection composite appliance was successfully put into operation in 110 kV side substation in Qi County, Hebi City. This is the first green environmental protection combined electrical appliance operated by the State Grid Corporation of China in the country. After the equipment is put into operation, it will effectively reduce the use of sulfur hexafluoride gas and realize zero greenhouse gas emission. (Henan Daily) Bece Legend Group Co.Ltd(000803) holding subsidiary, which is included in the scope of the company's consolidated statements.
Company dynamics
Bece Legend Group Co.Ltd(000803) (000803): in order to focus on the overall strategic development plan of kitchen organic waste treatment and waste edible oil resource utilization business, the company plans to acquire 48.04% and 46.96% equity of Yinchuan baolvte Biotechnology Co., Ltd. held by counterparties Cao Jianyi and Jin Jianru in cash. According to the equity transfer agreement on Yinchuan baolvte Biotechnology Co., Ltd. signed by both parties in Lixia District, Jinan on February 8, 2022, the transfer price corresponding to the subject equity is tentatively set at 125.4 million yuan. After the completion of this acquisition, the company will hold 95% equity of baolvte, and baolvte will become
Risk tip: the epidemic fluctuation is higher than expected, the price fluctuation risk of raw materials, and the rise of electricity price is lower than expected.
