Index
On February 15, 2022, the Shanghai Composite Index closed at 3446.09 points, up 0.50%; Shenzhen composite index closed at 13345.63 points, up 1.69%; Photovoltaic index closed at 4347.47 points, up 2.95%. The wind power index closed at 2990.83 points, up 3.34%. Among them, the top three companies in the photovoltaic industry are: Ginlong Technologies Co.Ltd(300763) (300763,9.17%), Shanghai Hiuv New Materials Co.Ltd(688680) (688680,8.35%), Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) (688390,7.69%). The top three companies in the wind power industry are: Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) (300850,11.38%), Zhejiang Windey Co.Ltd(300772) (300772,10.88%), Ningbo Orient Wires & Cables Co.Ltd(603606) (603606,10.00%).
Comments
Yesterday, the Chongqing Municipal Development and Reform Commission issued the “14th five year plan” for the development of energy conservation and environmental protection industry in Chongqing (Draft for comments). The document proposes that Chongqing will vigorously develop the energy conservation and environmental protection industry. It is expected that by 2025, the revenue of energy conservation and environmental protection industry in Chongqing will reach 200 billion yuan, an increase of 92.58% and an annualized growth rate of about 14% compared with 103.855 billion yuan in 2020. Build five 10 billion industrial bases. Energy saving and environmental protection industries include energy-saving lighting, green building materials, water pollution prevention and control equipment, solid waste treatment technology, industrial wastewater treatment equipment, intelligent environmental monitoring equipment, recycling of renewable resources, environmental services, etc. While developing Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new technologies, the document also points out that Chongqing will vigorously promote the resource efficiency of traditional industries. The industries involved are mainly chemical industry, coal power, building materials, casting and other industries. The draft also proposes that Chongqing will build a whole industrial chain of hydrogen energy, large-scale wind power equipment and photovoltaic power generation projects. We believe that with the implementation of the policy, it will effectively drive the rapid development of green energy in Sichuan and Chongqing.
Industry dynamics
\u3000\u30001. Recently, with the end of the green power transaction in Zhejiang Province in the first quarter of 2022, State Grid Zhejiang comprehensive energy company successfully completed the purchase of green power within the province and across provinces for contracted customers, so as to realize the connection between clean energy in the West and green power consumption demand in the East. Purchased 76 million kwh of green power from Ningxia and Gansu for Shunyu group, Shenzhou group and Yili Group from February to March; Ant group and Shunyu group have reached an annual green power trading partnership in the province in 2022, with a trading power of about 40 million kwh, which is expected to save 85400 tons of standard coal and reduce 111200 tons of carbon dioxide. (Polaris power grid)
Company dynamics
Ming Yang Smart Energy Group Limited(601615) (601615): the company issued the announcement of the results of the non-public offering of shares. A total of 147928994 RMB ordinary shares (A shares) were issued this time, with an issue price of 13.52 yuan / share, and a total of 199999998.88 yuan was raised. The new shares issued this time have completed the registration and custody procedures in zhongdeng company on February 14, 2022. The newly added shares of the company shall not be transferred within 18 months from the date of completing the share registration procedures. The expected listing and circulation time is limited to the next trading day after the expiration of the sale period.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
