Green economy and Finance
Ministry of industry and information technology: “green and low carbon transformation of industry in the 14th five year plan”
Six departments including the Ministry of industry and information technology: recommend the development of national green data center
Carbon emission trading: the national carbon price rose slightly, and the trading volume increased
Green energy index: high shock, outperforming Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: it rose more in the week and made a considerable return in the year
Traditional energy and environmental protection
In October, the power consumption increased by 6.1% year-on-year; The price of thermal coal was flat and the price of crude oil decreased
The national development and Reform Commission solicits opinions on the signing of the long-term coal association in 2022, and the benchmark price may rise or fall
China Yangtze Power Co.Ltd(600900) : suspension of trading of China’s largest listed power company
Gd Power Development Co.Ltd(600795) group’s first photovoltaic project for ecological treatment of coal mining subsidence area is connected to the grid for power generation
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat month on month, the price of M6 monocrystalline silicon and battery decreased by 8.1% and 1.9% month on month, and the price of 435-445w module decreased by 3.5% month on month.
Head monocrystalline silicon wafer enterprises sharply cut silicon wafer prices
Zhejiang Windey Co.Ltd(300772) : stock allotment plan for issuing securities to unspecified objects
New materials and nonferrous metals
The price of energy metal lithium salt continues to rise, and the price trend of industrial metal is weak
Salt lake industry, Huayou holding and other enterprises have signed a salt lake base project with Qinghai provincial government
Ministry of industry and information technology: “the 14th five year plan” promotes the green and low-carbon development of non-ferrous metal industry, replaces electrolytic aluminum production capacity, and improves the output of recycled aluminum
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)
