Core data tracking of green energy and manufacturing industry chain

Index

On February 24, 2022, the Shanghai Composite Index closed at 3429.96 points, down 1.70%; Shenzhen composite index closed at 13252.24 points, down 2.20%; Photovoltaic index closed at 4636.02 points, down 0.10%. The wind power index closed at 3018.70 points, down 1.89%. Among them, the top three companies in the photovoltaic industry are: Shouhang High-Tech Energy Co.Ltd(002665) (002665,9.94%), Jiawei Renewable Energy Co.Ltd(300317) (300317,7.59%), Jiangsu Zhongli Group Co.Ltd(002309) (002309,6.690%). The top three companies in the wind power industry are: Sungrow Power Supply Co.Ltd(300274) (300274,3.81%), China Suntien Green Energy Corporation Limited(600956) (600956,2.63%), Gepic Energy Development Co.Ltd(000791) (000791,1.87%).

Comments

On February 22, the people’s Government of Henan Province issued the notice of Henan Province’s “14th five year plan” modern energy system and carbon peak carbon neutralization plan, which mentioned wind power for many times. The notice proposes that the energy low-carbon transformation has achieved remarkable results. The proportion of coal consumption decreased to less than 60%, and the proportion of non fossil energy consumption increased to more than 16%. The installed capacity of wind power and photovoltaic power generation has become the main body of power installed capacity increment. Unified planning and collaborative development of decentralized wind power projects. Strengthen the technological upgrading and transformation of grid connected projects, and promote the intellectualization and digitization of new projects. By 2025, the new grid connected capacity will be more than 10 million KW. Strengthen the construction of flexible regulation capacity of electric power. Accelerate the construction of pumped storage power stations under construction; Improve support policies and plan a new batch of pumped storage stations. Comprehensively promote the flexible transformation of thermal power units, and guide coal-fired self owned power plants to adjust peak load and consume renewable energy. Promote the allocation of energy storage facilities for the newly planned wind power and photovoltaic power generation projects, and improve the consumption and storage capacity of new energy. The notice puts forward a series of requirements for the construction of wind power and photovoltaic in Henan during the 14th Five Year Plan period, and focuses on the construction of pumped storage power stations for energy storage facilities. It is suggested to pay attention to the driving effect of new projects on the performance of upstream equipment enterprises related to wind power and photovoltaic.

Industry dynamics

After the Spring Festival holiday, driven by the resumption of work and production of enterprises one after another, coupled with the large-scale cooling weather in some parts of the south, the national power generation and power load increased rapidly. According to dispatch express data, as of February 21, the country’s cumulative power generation was 1143.4 billion kwh, a year-on-year increase of 5.1%. As the daily power generation remains high, the growth rate of national power generation is expected to continue to pick up from January to February. (Polaris power grid)

Company dynamics

Dynagreen Environmental Protection Group Co.Ltd(601330) (601330): the company issued a suggestive announcement on the issuance of convertible corporate bonds. The preferred placement, subscription and payment date of the original A-share shareholders in this convertible bond issuance is February 25, 2022 (t day). The preferred subscription of all the original A-share shareholders is carried out through the trading system of Shanghai Stock Exchange, and the subscription time is 9:30-11:30 and 13:00-15:00 on February 25, 2022 (t day). The placing code is “764330”, and the placing is referred to as “green dynamic debt allocation”. This issue of 2360 million yuan of convertible bonds, each with a face value of 100 yuan, totaling 23.6 million pieces (2.36 million hands), is issued at face value.

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

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