[sector]
According to a document posted on the website of the Ministry of industry and information technology on the 15th, the supply chain of the national photovoltaic industry chain remained safe and stable in 2021. The annual output of polysilicon, silicon wafer, battery and module reached 505000 tons, 227gw, 198gw and 182gw respectively, with a year-on-year increase of 27.5%, 40.6%, 46.9% and 46.1% respectively. With the acceleration of global response to climate change, photovoltaic market demand continues to increase, and China’s photovoltaic product exports exceeded US $28.4 billion in 2021.
2, according to the news on the 15th of the website of the people’s Government of Guangdong Province, the people’s Government of Guangdong Province recently issued several measures on promoting the reform and innovation of trade and investment facilitation in Guangdong pilot Free Trade Zone, pointing out that promoting the construction of import trade promotion innovation demonstration zone. support Qianhai Shekou and Hengqin areas to apply for national import trade promotion and innovation demonstration zones. Support Nansha area to build an import demonstration area with prominent hub functions, obvious advantages of double circulation, free and convenient trade and complete services.
3. It is reported that after the Spring Festival, the natural gas market has a good start. According to the data of business agency, the spot price of liquefied natural gas in China on February 14 was 5383.33 yuan / ton, up 34.25% from the price on February 7. There is a certain replenishment demand in the downstream of natural gas after the festival, and some manufacturers have not started work. In addition, the price before the festival has been greatly corrected, and the natural gas has increased significantly. The rise of overseas natural gas was also obvious, with European natural gas futures up 8.7% yesterday. In the United States, natural gas inventories have fallen for 12 consecutive weeks, and U.S. natural gas futures rose 6% yesterday.
[individual shares]
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : signed cooperation agreements with Wuhai municipal government to invest in hydrogen and electricity industry chain
China Railway Group Limited(601390) : recently won a total of 91.852 billion yuan of major projects
Ningbo Orient Wires & Cables Co.Ltd(603606) : won the bid for the 1.39 billion yuan offshore wind power submarine cable EPC project
Zbom Home Collection Co.Ltd(603801) : it is proposed to repurchase shares from 55 million yuan to 109 million yuan
Cre8 Direct (Ningbo) Co.Ltd(300703) : the supervisors of the company increase their shares and plan to continue to increase their shares
Wuxi Autowell Technology Co.Ltd(688516) : won the bidding project of photovoltaic equipment of about 110 million yuan
Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) : it is proposed to repurchase shares of 30 million yuan to 50 million yuan
Sunfly Intelligent Technology Co.Ltd(300423) : the applicable models of subsidiaries’ products enter the catalogue of models recommended by the Ministry of industry and information technology
Shanghai Lisheng Racing Co.Ltd(002858) : sign strategic cooperation agreements with China Sports Newspaper Corporation and China Sports Federation
Mubang high tech: it plans to acquire the newly added photovoltaic silicon wafer and silicon rod business of haoan energy by RMB 1.1 billion
Beijing Creative Distribution Automation Co.Ltd(002350) : it is proposed to set up a secondary subsidiary to implement the roof photovoltaic power generation project
Sino Geophysical Co.Ltd(300191) : signed a major contract for South China Sea 2205 with CNOOC
