[morning review]
In the morning, the two markets fell slightly. As of the afternoon closing, the Shanghai Composite Index fell 0.31% to 3669.84 points; The Shenzhen Component Index fell 0.23% to 15178.21 points; The gem index rose 0.10% to 3500.60. On the disk, cultural media, education, packaging materials, medical devices, aerospace and other industries were active, and energy metals, automobile, battery, coal industry, photovoltaic equipment and other sectors led the decline. In terms of concept, vocational education, NFT, holographic technology, radio and television, intellectual property rights and other sectors are strong, while the concept sectors such as blade battery, base metal, sodium ion battery, glyphosate and solid-state battery are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 715.34 billion yuan.
[afternoon opportunity]
According to Polaris energy storage network, the national development and Reform Commission pointed out that pumped storage power stations are the main regulating power supply of the power system and play an important role in ensuring power security, promoting clean energy consumption and improving the performance of the power system in response to the suggestions of deputies to the National People’s Congress on promoting the development of pumped storage power stations. The national development and Reform Commission will organize relevant provinces to negotiate and determine the sharing proportion of capacity electricity charges, so as to better meet the actual needs of relevant provinces and give full play to the comprehensive benefits of pumped storage power stations. Pumped storage is the most mature energy storage method with large capacity and low cost per kilowatt hour. It is of great significance for peak shaving, valley filling, load smoothing and rapid adjustment of power grid frequency. As the proportion of new energy installed capacity continues to increase, the State supports and encourages the construction of pumped storage power stations, In September 2021, the National Energy Administration officially announced the medium and long term development plan for pumped storage (2021-2035), which clearly puts forward that by 2025, the total scale of pumped storage will be more than 62 million KW; by 2030, the total scale of production will be about 120 million KW; by 2035, the total installed capacity is expected to reach 305 million KW, with huge development space in the future. It is suggested to pay attention to relevant industrial chains.
