Core data tracking of green energy and manufacturing industry chain

Index

On February 23, 2022, the Shanghai Composite Index closed at 3489.15 points, up 0.93%; Shenzhen composite index closed at 13549.99 points, up 1.90%; Photovoltaic index closed at 4640.48 points, up 3.57%. The wind power index closed at 3076.71 points, up 2.47%. Among them, the top three companies in the photovoltaic industry are: Crystal Clear Electronic Material Co.Ltd(300655) (300655,11.42%), Roshow Technoiogy Co.Ltd(002617) (002617,10.02%), Wuxi Shangji Automation Co.Ltd(603185) (603185,10.00%). The top three companies in the wind power industry are: Riyue Heavy Industry Co.Ltd(603218) (603218,7.49%), Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) (300850,6.56%), Sinoma Science & Technology Co.Ltd(002080) (002080,5.99%).

Comments

On February 22, the central government issued the opinions of the CPC Central Committee and the State Council on the key work of comprehensively promoting rural revitalization in 2022. The opinions pointed out that the rural power grid consolidation and upgrading project should be deeply implemented. Promote the construction of clean energy such as photovoltaic and biomass energy in rural areas. Generally speaking, Document No. 1 is a policy guidance document focusing on "agriculture, rural areas and farmers". This year's document proposes to prevent large-scale return to poverty in rural areas. To achieve this goal, it is bound to improve the development of rural industries and enhance the construction of rural infrastructure. These are inseparable from the guarantee of rural energy supply. At the same time, agricultural and animal husbandry production in rural areas is also an important emission source of greenhouse gases such as methane, which is a high-quality energy source for biomass power generation. Therefore, the significance of rural clean energy has the dual significance of boosting the economy and environmental protection and emission reduction. It is suggested to pay attention to listed companies in biomass power generation, roof photovoltaic and other related industries.

Industry dynamics

Polysilicon prices continued to rise. This week, the price range of China's single crystal re feeding was 240000-249000 yuan / ton, and the average transaction price rose to 244900 yuan / ton, with a week-on-week increase of 0.78%; The price range of single crystal compact is 238000-247000 yuan / ton, and the average transaction price rises to 242400 yuan / ton, with a weekly increase of 0.71%. The price of silicon material continued to rise slightly this week, with the average transaction price of single crystal re feeding, single crystal compact material and single crystal cauliflower material rising by 0.7% - 0.8%. This week, most polysilicon enterprises began to sign long orders in March, and the transaction price generally increased slightly by 1-2 yuan / kg. In addition to long orders, some enterprises also signed loose orders, with a relatively large price increase. (Polaris power grid)

Company dynamics

Zhongmin Energy Co.Ltd(600163) (600163): the company announced that Huaxing Xinxing, the person acting in concert with the controlling shareholder, reduced 2056200 shares of the company through centralized bidding transaction from November 24, 2021 to February 23, 2022, accounting for 0.11% of the total share capital of the company; Huaxing venture capital did not reduce its shares of the company from November 24, 2021 to February 23, 2022; Huaxing Xinxing and Huaxing venture capital jointly reduced 2056200 shares of the company, accounting for 0.11% of the total share capital of the company. The time of this reduction plan is more than half, and the implementation of the reduction plan has not been completed.

Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.

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