Events
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 1.9%; The power sector index closed at 3180.67 points, up 0.91%. Among them, the top three companies in the photovoltaic power generation sector are: Roshow Technoiogy Co.Ltd(002617) (002617. SZ, 10.02%), Jiangsu Linyang Energy Co.Ltd(601222) (601222. Sh, 4.67%), Beijing Jingyuntong Technology Co.Ltd(601908) (601908. Sh, 4.15%). The top three companies in the thermal power sector are: An Hui Wenergy Company Limited(000543) (000543. SZ, 4.39%), Huaneng Power International Inc(600011) (600011. Sh, 2.41%), Shanghai Electric Power Co.Ltd(600021) (600021. Sh, 1.43%)
Comments
Recently, Hubei Yichang municipal people’s government issued the 14th five year plan for Yichang energy development. The plan proposes to focus on improving utilization efficiency and continuously optimize the energy structure. By 2025, the coal consumption of the whole city will basically reach the peak, accounting for 50% of primary energy consumption, 10% of natural gas consumption, 7.24% of oil consumption and more than 38% of non fossil energy consumption; The total installed capacity of electric power in the city has reached 33 million kW (including the Three Gorges Power Station), the installed capacity of new energy has reached 3 million KW, and the coal reserve capacity has exceeded 2 million tons. Under the guidance of the national strategy, provinces and cities have also successively issued the energy development plan of the 14th five year plan, which puts forward specific requirements for comprehensive utilization of energy and green and healthy development. The long-term development trend of green energy transformation is clear, and the installed demand for photovoltaic and wind power is expected to maintain rapid growth. The development of green energy will promote the upgrading of energy consumption and create a new situation of low-carbon development.
Industry dynamics
\u3000\u30001. Successful grid connection of unit 3 of SDIC Qinzhou Power Plant: the grid connection of unit 3 of SDIC Qinzhou Power Plant is successful at one time, and the unit operation is stable. SDIC Qinzhou Power Plant is located in Qinzhou Port Economic and Technological Development Zone, Qinzhou City, Guangxi × 630MW ultra supercritical domestic unit, phase II project construction 2 × 1000MW Ultra Supercritical domestic unit is a key project to alleviate local power demand and improve the power grid structure, providing strong power support for the main grid of “west to East power transmission”. (Polaris power grid)
\u3000\u30002. The 10th plenary session of the 11th CPC Sichuan Provincial Committee deliberated and adopted the decision of the CPC Sichuan Provincial Committee on promoting the high-quality development of green and low-carbon advantageous industries under the guidance of achieving the goal of carbon peak and carbon neutralization: starting from the development logic and comparative advantages of clean energy industry chain, it is proposed that our province will focus on the development of clean energy industry and its supporting industries and application industries in the future, A course of action has been planned to achieve the goal of “double carbon”. To implement the major decisions of the provincial Party committee and promote green, low-carbon and high-quality development, we need to speed up the construction of a clean energy industry chain. (Sichuan Daily)
Company dynamics
Gd Power Development Co.Ltd(600795) (600795): Gd Power Development Co.Ltd(600795) Guodian Finance Co., Ltd., which shares 12.68%, will be liquidated and cancelled. As of January 27, 2022, the creditor’s rights and debts of Guodian finance company have been settled, and the remaining property is 6527261264.06 yuan. Guodian finance company will distribute the remaining assets to all shareholders in the form of monetary funds according to the shareholding ratio of shareholders.
Risk tip: the epidemic situation fluctuates more than expected, and the price of raw materials fluctuates sharply.
