Index
On February 21, 2022, the Shanghai Composite Index closed at 3490.61 points, closing flat at 0.00%; Shenzhen composite index closed at 13471.16 points, up 0.09%; Photovoltaic index closed at 4459.77 points, up 0.65%. The wind power index closed at 3048.53 points, up 0.20%. Among them, the top three companies in the photovoltaic industry are: Eaglerise Electric & Electronic (China) Co.Ltd(002922) (002922,10.02%), Kehua Data Co.Ltd(002335) (002335,7.69%), Shanxi Coal International Energy Group Co.Ltd(600546) (688390,7.33%). The top three companies in the wind power industry are: Gepic Energy Development Co.Ltd(000791) (600546,5.33%), Ning Xia Yin Xing Energy Co.Ltd(000862) (000862,3.54%), Zhongmin Energy Co.Ltd(600163) (600163,2.90%).
Comments
At noon today, some media said that according to industry sources, the “14th five year plan” new energy storage development plan will be officially introduced in the near future. According to incomplete statistics, up to now, more than 20 provinces have defined the specification requirements of supporting energy storage equipment, and clearly specified the requirements of distribution and storage proportion and configuration duration. Many insiders expect that with the expansion of the installed capacity of the scenery in the 14th five year plan, the energy storage guarantee policies in various regions will be further expanded to promote the expansion of energy storage scale and the development of the industry. The spot price of battery grade lithium phosphate rose today. At present, the average price is 448000 yuan / ton, up 10000 yuan from the previous trading day. Affected by the news, the energy storage sector rose rapidly this afternoon, and several lithium battery lithium ore stocks rose by the limit. We believe that under the requirements of the new policy, energy storage related industries have entered a rising period, and the space for future development has been opened. The performance of Listed Companies in energy storage and related fields is expected to grow rapidly. It is suggested to pay attention to companies with strong technical ability and early market layout. Relevant targets include Sichuan Yahua Industrial Group Co.Ltd(002497) , Eaglerise Electric & Electronic (China) Co.Ltd(002922) , Kehua Data Co.Ltd(002335) , etc.
Industry dynamics
On February 20, the Beijing Winter Olympic Games ended successfully. All competition venues of the current Winter Olympic Games realized 100% green power supply, which is the first time in the history of the Olympic Games, fully demonstrating China’s image as a responsible big country as a participant, contributor and leader in the construction of ecological civilization. Beijing Energy Group has built a large number of green energy projects in Beijing, Tianjin and Hebei, with a total installed capacity of nearly 3.5 million kw of green power such as wind power and photovoltaic power. Among them, there are 4 “Olympic related” wind power plants in Zhangjiakou, with a total installed capacity of 1.15 million KW. (Polaris power grid)
Company dynamics
Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) (300850): the company issues a suggestive announcement on the lifting of the ban on the listing and circulation of restricted shares issued to specific objects. The shares released this time are shares issued by Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) to specific objects. The number of shares released this time is 12804821, accounting for 6.6022% of the current total share capital of the company. As of the disclosure date of this announcement, the total share capital of the company is 193946351 shares, including 90690016 shares with limited sales conditions, accounting for 46.76% of the total share capital of the company; The number of shares with no sale conditions is 103256335, accounting for 53.24% of the total share capital of the company.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
