Green economy and Finance
The two departments issued the implementation plan for the development of new energy storage in the 14th five year plan
Political Bureau of the CPC Central Committee: promoting green and low-carbon development
Ministry of housing and urban rural development: promoting green and low-carbon construction
Carbon emission trading: the national carbon price is down, and the trading volume in Guangdong is the highest
Green energy index: rebounded slightly this week, outperforming the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general rise during the week
Traditional energy and environmental protection
The national development and Reform Commission held a special press conference to introduce the further improvement of the coal market price formation mechanism
National Development and Reform Commission: since this year, the growth rate of China’s cumulative power generation has exceeded 5%
11 pumped storage power stations in Gansu are listed in the national key implementation projects of the 14th five year plan
Gepic Energy Development Co.Ltd(000791) : it is proposed to raise 1.2 billion to build 800MW scenery project
Suntar Environmental Technology Co.Ltd(688101) : signed 210 million contract with jinkunlun lithium
New energy and power equipment
The weekly average price of polycrystalline silicon compact increased by 0.4% month on month, the price of M6 monocrystalline silicon increased by 0.8%, the price of M6 cell was flat month on month, and the price of 440450w module was flat month on month
Announcement of EPC bidding results of several offshore wind power projects
Kbc Corporation Ltd(688598) : annual report for 2021
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 power plants. 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: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to silicon wafer consumables (diamond wire and thermal field) and other links with a relatively good pattern; In terms of wind power, it is suggested to pay attention to the offshore wind power sector and recommend leading enterprises of pipe piles and submarine cables
