Green economy and Finance
Central economic work conference: shift to “double control” of total carbon emission and intensity as soon as possible
Carbon emission trading: the national carbon price decreased slightly and the trading volume increased
Green energy index: falling adjustment, underperforming the CSI 300 index
Carbon neutral theme Fund: most of them fell during the week, with considerable returns during the year
Traditional energy and environmental protection
In October, the power consumption increased by 6.1% year-on-year; Power coal prices were flat and crude oil prices rose
China Yangtze Power Co.Ltd(600900) : it is proposed to acquire 100% equity of Yunchuan company and increase the total installed capacity by 57%
China Three Gorges Renewables (Group) Co.Ltd(600905) : China’s first floating offshore wind power platform is connected to the grid for power generation. It is expected that the floating offshore wind will achieve parity in 2030
New energy and power equipment
The weekly average price of polycrystalline silicon compact decreased by 4.1% month on month, the price of M6 monocrystalline silicon decreased by 4.8%, the price of M6 cell decreased by 0.9% month on month, and the price of 440-450w module decreased by 1% month on month
Measures for the management of wind farm transformation, upgrading and decommissioning for comments
Titan Wind Energy (Suzhou) Co.Ltd(002531) : plan for public issuance of convertible corporate bonds in 2021
New materials and nonferrous metals
The price of energy metal lithium cobalt continued to rise, and the price trend of industrial metals remained stable
The Pacific Securities Co.Ltd(601099) the seabed is rich in metal nodules such as cobalt, nickel, manganese and copper
China has the confidence to play the “rare earth card” against the United States
Jl Mag Rare-Earth Co.Ltd(300748) : provide high-performance rare earth permanent magnet materials for Japanese power industry
Investment advice
Electric power and public utilities: it is recommended to pay attention to relevant companies in clean energy technology, carbon monitoring and other businesses; The increase of electricity price is conducive to the performance improvement of the power plant. It is recommended that China National Nuclear Power Co.Ltd(601985) , China Yangtze Power Co.Ltd(600900) , Sdic Power Holdings Co.Ltd(600886) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shenergy Company Limited(600642)
Coal: recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is recommended to pay attention to silicon wafer consumables (diamond wire and thermal field), tracking support and other links with relatively good pattern; in terms of wind power, it is recommended to pay attention to the whole wind power plant and parts that can effectively transmit the price rise of raw materials to the downstream
New materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand
Nonferrous Metals: focus on the continuous release of future capacity Zijin Mining Group Company Limited(601899)
