Index
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%; PV index closed at 4456.98 points, up 1.93%. The wind power index closed at 3051.49 points, up 1.80%. Among them, the top three companies in the photovoltaic industry are: Ginlong Technologies Co.Ltd(300763) (300763,8.96%), Shenzhen Kstar Science & Technology Co.Ltd(002518) (002518,8.72%), Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) (688390, 7.33%). The top three companies in the wind power industry are: Dajin Heavy Industry Co.Ltd(002487) (002487,8.04%), Spic Dongfang Energy Corporation(000958) (000958,6.19%), Jinlei Technology Co.Ltd(300443) (300443,5.61%).
Comments
Recently, the people’s Government of Zhejiang Province issued the implementation opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization. The document pointed out that we should actively develop low-carbon energy. Implement the “scenery multiplication” project, promote the development mode of “photovoltaic + agriculture, fishery and forestry”, promote the photovoltaic construction of the whole county, and build several million kilowatt offshore wind power bases. Develop renewable energy power generation such as biomass energy and marine energy according to local conditions. The document also calls for promoting the first breakthrough of low (zero) carbon at the grass-roots level. Carry out pilot projects in key areas such as energy, industry, construction, transportation, agriculture, residents’ life and carbon sequestration and rural pilot projects in low (zero) carbon counties, timely summarize and refine the experience of low (zero) carbon development in Zhejiang, and strengthen publicity and promotion. We believe that driven by the policy, it will effectively promote the construction of new energy along the coast of Zhejiang. At the same time, in the social environment where China is still in the climbing stage of carbon peak emission, exploring the rural pilot of low-carbon and zero carbon counties is of positive significance to explore the path of carbon neutralization in the future, and pay attention to the changes in industrial demand caused by the change of life mode in the zero carbon rural pilot.
Industry dynamics
At 2:02 a.m. on February 16, unit 2 of Qinshan No. 2 nuclear power plant was disconnected from East China power grid, and the 215 overhaul officially kicked off. The target duration of this overhaul is 27.52 days, with a total of 7083 planned overhaul projects. As a class B overhaul, this overhaul involves many important pre maintenance projects, many major technical improvements and heavy maintenance workload, mainly including: comprehensive inspection of steam turbine unit, 20-year inspection of LHP diesel engine, internal inspection of c-phase oil filter of main transformer, full shutdown maintenance of auxiliary transformer and other important work. (Polaris power grid)
Company dynamics
Nyocor Co.Ltd(600821) (600821): the company issued the performance express of 2021. During the reporting period, the company achieved an operating revenue of 1907.9255 million yuan, an increase of 40.61% over the same period of last year; The net profit attributable to the shareholders of the listed company was 406161300 yuan, an increase of 620.56% over the same period last year; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 364031400 yuan, an increase of 2170.76% over the same period of last year; The total assets were 25195.952 million yuan, an increase of 75.93% over the same period last year; The net assets per share attributable to the shareholders of the listed company was 3.18 yuan / share, an increase of 22.78% over the previous year
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
