This week (February 21-february 25), affected by the international situation, the power industry sector of China stock market news rose and fell. On Friday, it began to get rid of market sentiment, becoming the highest daily increase of the power industry sector since the beginning of 2022. Among the 10 power enterprises that the reporter of Huaxia times focused on monitoring, 7 rose and 3 fell China National Nuclear Power Co.Ltd(601985) week’s increase was 8.68%, the highest among the top 10 stocks.
This week, the total turnover of China stock market news power industry was 103.3 billion yuan, with an overall increase of 3.06%.
Longyuan Power harvest limit
On February 25, Longyuan electric power was listed as a security with a deviation of 7% on the same day. Longyuan Power closed at 26.28 yuan, up or down 10.00%, with a deviation of 8.79%, a turnover rate of 16.46% and a turnover of 554 million yuan.
According to public information, on August 8, 2019, Longyuan Power and Lithuania four wind energy company signed the acquisition agreement of Ukrainian yuzhny wind power project. The Ukrainian yuzhny project has a planned capacity of 76000 kW, and the annual power generation can meet the power demand of more than 5000 local households. Ukrainian yuzhny project is the first Greenfield wind power project invested overseas by the controlling shareholder of Longyuan Power national energy group since its establishment. It is also the first project invested in Europe, which is of milestone significance.
On February 24, a relevant person from Longyuan Power Securities Department told the media that the current production and operation of the wind farm is normal.
As for the trend of individual stocks in the sector, the trend of China Yangtze Power Co.Ltd(600900) , Cgn Power Co.Ltd(003816) and Huaneng Lancang River Hydropower Inc(600025) is similar, almost all the way down in the week. The other top 10 stocks rose or fell differently, and there was no obvious similar trend.
According to the one week (5th) after hours capital flow of the power sector, the net inflow of small orders, super large orders and main orders in the power industry sector within five days was 1.372 billion yuan, 1.25 billion yuan and 278 million yuan. The net inflows of medium and large orders were negative, which were – 1.65 billion yuan and – 972 million yuan respectively.
southern region green power trading rules release
In terms of industry, on February 25, Guangzhou Electric Power Trading Center released the southern region green power trading rules (Trial) (hereinafter referred to as the trading rules) jointly prepared by the southern region electric power trading centers on its official website.
According to the requirements of the trading rules, green power trading can be divided into two forms: direct trading and subscription Trading: direct trading refers to the process in which power users or power selling companies directly conduct transactions with power generation enterprises in accordance with the rules and form transaction results; Subscription transaction refers to the process that power users who purchase electricity on behalf of power grid enterprises obtain green power within the scope of green power supply by establishing subscription relationship with power generation enterprises through power supply or purchasing electricity on behalf of power grid enterprises.
In terms of research report, Liu Jie, an analyst at Yingda securities, pointed out in the review report on the electric energy industry “the introduction of the 14th five year plan, the new energy storage wind is hanging”, that the implementation plan for the development of new energy storage in the 14th five year plan attaches great importance to promoting the technological development and large-scale application of the new energy storage industry, and emphasizes clarifying the transmission mechanism of energy storage price, Accelerate the large-scale development of energy storage on the power supply side, power grid side and user side, and support the construction of a new power system.
\u3000\u3000 “By 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented, basically meeting the needs of building a new power system and comprehensively supporting the achievement of the goal of carbon peak in the energy field as scheduled. With technological progress, we will drive down costs and the continuous improvement of price mechanism and market mechanism Perfect, the types of new energy storage will continue to enrich, and the industry will usher in a period of rapid development. ” Liu Jie said.
