Index
On February 16, 2022, the Shanghai Composite Index closed at 3465.83 points, up 0.57%; Shenzhen composite index closed at 13376.36 points, up 0.23%; Photovoltaic index closed at 4372.65 points, up 0.58%. The wind power index closed at 2997.60 points, up 0.23%. Among them, the top three companies in the photovoltaic industry are: Tangshan Sunfar Silicon Industry Co.Ltd(603938) (603938,10.01%), Shenzhen Kstar Science & Technology Co.Ltd(002518) (002518,4.78%), Shanxi Coal International Energy Group Co.Ltd(600546) (600546,4.11%). The top three companies in the wind power industry are: Jinlei Technology Co.Ltd(300443) (300443,4.10%), Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) (300850,3.15%), Fujian Funeng Co.Ltd(600483) (600483,3.02%).
Comments
On February 15, the people’s Government of Inner Mongolia Autonomous Region issued a notice on printing and distributing the “14th five year plan” energy conservation plan of the autonomous region. The notice pointed out that Inner Mongolia will promote the construction of new energy bases, focusing on building ten million kilowatt wind power bases such as Baotou, Tongliao, Ulanqab, Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Bayannur and Alxa. Focus on promoting the construction of large-scale “photovoltaic + ecological treatment” in Kubuqi, Ulanbuhe, Tengger, Maowusu, Badain Jaran Desert and Hunshandak Sandy Land, and encourage Hulunbuir, Xilin Gol, Inner Mongolia Eerduosi Resources Co.Ltd(600295) and other places to promote the construction of “photovoltaic + ecological restoration” projects in coal mining subsidence areas and open-pit waste dumps. The notice predicts that by 2025, the total installed capacity of new energy in Inner Mongolia Autonomous Region will reach more than 100 million KW, and the installed capacity of new energy will account for more than 50%; New energy power generation accounts for more than 60% of all new power generation. As a major energy province, Inner Mongolia has set the new energy installation target during the 14th Five Year Plan period, which will play a positive leading role in the transformation of wind power, photovoltaic, energy storage and thermal power industries. The implementation of the policy of “dual control of energy consumption” will also stimulate the development of new energy power generation industry.
Industry dynamics
\u3000\u30001. Recently, according to media reports, the Qinghai Tibet Plateau scientific investigation and research team of the Institute of Geology and Geophysics of the Chinese Academy of Sciences found a super large lithium mine in qiongjiagang area of the Himalayas. The lithium mine is considered to be “expected to become the third largest lithium mine in China after Bailong mountain in southern Xinjiang and methyl card in Western Sichuan”. Through the calculation of conservatively estimated ore body volume and lithium oxide resource content, it is found that the lithium oxide resource in the ore body can reach 1012500 tons. (Polaris power grid)
Company dynamics
Ningbo Orient Wires & Cables Co.Ltd(603606) (603606): today, the bidding public service platform released the publicity of the bid winning results of the “220kV and 35kV submarine cable procurement and laying project of Mingyang Yangjiang Qingzhou four seas wind farm project”, and finally determined that the bid winner was Ningbo Orient Wires & Cables Co.Ltd(603606) , with a total bid winning amount of about 1.39 billion yuan. The sea area of the site is about 73.69km2, the water depth range is 41m-46m, and the central offshore distance is about 55km. The planned installed capacity of the project is 500MW, and 61 wind turbines are planned to be arranged, including 59 wind turbines with single unit capacity of 8mW and 2 wind turbines with single unit capacity of 16.6mw
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
