Recently, many places have issued clean energy support policies such as photovoltaic and wind power. Henan’s “14th five year plan” for new infrastructure construction proposed to promote the county’s photovoltaic pilot and build a distributed photovoltaic cloud platform. The 14th five year plan for the development of renewable energy in Shandong Province, issued by Shandong recently, proposes to unswervingly promote the high-quality leap forward development of renewable energy. We will strive to basically double the total consumption, installed capacity and electricity of renewable energy during the 14th Five Year Plan period compared with the end of the 13th five year plan. Inner Mongolia Eerduosi Resources Co.Ltd(600295) the Municipal People’s government issued the guiding opinions on state-owned capital supporting Fengguang hydrogen storage industry, which pointed out that it should focus on supporting state-owned capital to promote the development of Fengguang projects.
Guosen Securities Co.Ltd(002736) Wang Weiqi’s research report pointed out that he is optimistic about the prosperity of the onshore wind power industry in 2022, and the photovoltaic installation is expected to accelerate. In terms of construction and operators, the central economic work conference set the tone of “taking the lead in stability and seeking progress in stability” in economic work in 2022. The strategic position of new energy infrastructure led by scenery base has been significantly improved, and the whole industrial chain provides new driving force for economic growth.
According to the theme database of financial Associated Press, among the relevant listed companies:
China Energy Engineering Corporation Limited(601868) is a global leader in power engineering and has the service capacity of the whole industry chain. It ranks first in the overall planning and design of power system, thermal power, power grid, nuclear power conventional island and other fields. The market share of hydropower is 30%, and the technologies such as wind power, photovoltaic and energy storage are leading.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) is a global leader in hydropower and wind power construction. The company provides a package of overall solutions to global customers in the field of energy and power business.
