Events
On February 17, 2022, the Shanghai Composite Index closed at 3468.04 points, up 0.06%; Shenzhen composite index closed at 13422.90 points, up 0.35%; The power sector index closed at 3178.22 points, up 0.54%. Among them, the top three companies in the photovoltaic power generation sector are: Shenzhen Sunrise New Energy Co.Ltd(002256) (002256. SZ, 9.26%), Beijing Xiaocheng Technology Stock Co.Ltd(300139) (300139. SZ, 3.59%), Zhejiang Sunoren Solar Technology Co.Ltd(603105) (603105. Sh, 3.12%). Only one company in the thermal power sector rose today: Spic Dongfang Energy Corporation(000958) (000958. SZ, 6.19%), Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) (600863. Sh, 3.52%), Huaneng Power International Inc(600011) (600011. Sh, 3.49%).
Comments
Recently, the national development and Reform Commission agreed to start the construction of a national hub node of the national integrated computing network in Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, the Yangtze River Delta and Beijing, Tianjin and Hebei. It is required to develop high-density, energy-efficient and low-carbon data center clusters, improve the quality of data supply, optimize the Internet between the East and the West and the direct network between hub nodes, optimize the data center supply structure through cloud network collaboration and cloud edge collaboration, expand the space for computing power growth, and realize the coordination and sustainability of large-scale computing power deployment and land, energy, water, electricity and other resources. “Counting from the east to the west” is one of the national key projects. With the deepening of digital development, computing power has become an essential core resource in various industries. With the large-scale access of new energy, the demand for “green computing power” in the power industry is also growing at a high speed. The improvement of computing power will effectively improve the use efficiency of new energy and provide new impetus for the transformation of the power industry.
Industry dynamics
\u3000\u30001. The total installed capacity of Hainan in 2021 was about 10.42 million KW, with clean energy accounting for 70%. By the end of 2021, the total installed capacity of Hainan Province was about 10.42 million KW, including 9.489 million kw of unified commissioning and 70.9% of clean energy, 23 percentage points higher than the national average. The electricity consumption of the whole society was about 40.5 billion kwh, a year-on-year increase of 11.6%; Among them, the cumulative power generation of unified regulation was 35.412 billion kwh, a year-on-year increase of 13.32%, and the power generation of clean energy was 20 billion kwh, accounting for 56.5%. (International Tourism Island Business Daily)
\u3000\u30002. The “14th five year plan” energy development plan of Neijiang City, Sichuan Province was issued: the plan points out that focusing on the overall goal of “carbon peak and carbon neutralization”, Neijiang City will actively promote photovoltaic and other new energy power generation. Overall plan the layout of new energy power generation projects and supporting power grid construction. Encourage and support the installation of Cecep Solar Energy Co.Ltd(000591) water heaters in New Farmers’ houses, the installation of Cecep Solar Energy Co.Ltd(000591) street lamps in new village settlements, explore the pilot of distributed photovoltaic in the whole county, and start effective modes such as “fishing light integration” and roof photovoltaic. (Polaris power grid)
Company dynamics
Huaneng Power International Inc(600011) (600011): the company has recently completed the issuance of the third phase of ultra short term financing bonds (“current bonds”) in Huaneng Power International Inc(600011) 2022. The issue amount of the bonds is 2 billion yuan, the term is 32 days, the unit face value is 100 yuan, and the issue interest rate is 2.00%.
Risk tip: the epidemic situation fluctuates more than expected, and the price of raw materials fluctuates sharply.
