Index
On February 14, 2022, the Shanghai Composite Index closed at 3428.88 points, down 0.98%; The Shenzhen composite index closed at 13123.21 points, down 0.76%; Photovoltaic index closed at 4223.50 points, down 0.34%. The wind power index closed at 2894.19 points, down 0.51%. Among them, the top three companies in the photovoltaic industry are: Qingdao Gaoce Technology Co.Ltd(688556) (688556,5.60%), Lucky Film Company Limited(600135) (600135,2.34%), Trina Solar Co.Ltd(688599) (688599,2.27%). The top three companies in the wind power industry are: Spic Dongfang Energy Corporation(000958) (000958,10.00%), Dajin Heavy Industry Co.Ltd(002487) (002487,5.40%), Titan Wind Energy (Suzhou) Co.Ltd(002531) (002531,4.02%).
Comments
On February 14, Hebei Province issued the notice on steadily and orderly doing a good job in the elimination of backward production capacity in the coal power industry. The notice pointed out that according to the requirements of relevant documents of the Energy Bureau of the national development and Reform Commission, Hebei Province will comprehensively sort out the non motor units that meet the conditions for elimination and shutdown and expire of service, and put forward the plan to eliminate backward production capacity in 2022-2024. The scope of elimination is mainly the following five categories: 1 Units with a single unit of less than 30W kW, without transformation or after transformation, the coal consumption per unit power supply still can not reach the provincial average level (305g / kW). 2. Units with a single unit of less than 300000 kW and the design life expires. 3. Backward coal-fired small hot spot units within 30 kilometers of heating radius of hot spot cogeneration units with a single unit of 300000 kW or above. 4. Units that have been shut down for more than 3 years and are not in operation conditions. 5. Coal-fired self provided units constructed in violation of regulations.
Hebei Province has played a leading role in the elimination of coal-fired power units. It is expected that with the implementation of the “double carbon” policy, coal-fired power will be further flexibly transformed or decommissioned. The basis of decommissioned coal power is the rapid development of clean energy and the guarantee of the necessary energy demand for people’s livelihood. We continue to be optimistic about listed companies related to wind power, photovoltaic and energy storage.
Industry dynamics
\u3000\u30001. Recently, the development and Reform Commission of Turpan issued the “announcement on Competitive Allocation bidding of guaranteed grid connected new energy projects in Turpan from 2021 to 2022”. The announcement shows that the 300000 kW guaranteed grid connected wind power project in Xiaocaohu wind District, Gaochang District, Turpan began Competitive Allocation bidding. The project will be fully connected to the grid before December 31, 2022, and the energy storage device will be connected to the grid before December 31, 2022. (the supporting scale of energy storage facilities of wind power projects shall not be less than 10% or more, and the discharge time shall not be less than 2 hours. (Polaris power network)
Company dynamics
Hoshine Silicon Industry Co.Ltd(603260) (603260): the company issued a foreign investment announcement of its wholly-owned subsidiary Xinjiang central Hoshine Silicon Industry Co.Ltd(603260) Co., Ltd., which will invest in the construction of a 200000 ton high-purity polysilicon project in Urumqi ganquanbao economic and Technological Development Zone, with an investment scale of 17.5 billion yuan. In addition to polysilicon, the project also has a 100000 t / a caustic soda plant. The construction period of the project is from May 2022 to may 2025.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
