[morning review]
In the morning, the two markets were mixed. As of the afternoon closing, the Shanghai Composite Index rose 0.11% to 3567.83 points; The Shenzhen Component Index fell 0.27% to 14756.28 points; The gem index fell 0.74% to 3469.66 points. On the disk, paper printing, packaging materials, beauty care, coal, software services and other industries were active, with wind power equipment, photovoltaic equipment, energy metals, aerospace, medical devices and other sectors leading the decline. In terms of concept, helium, UWB, data security, shale gas, Huawei shengteng and other sectors are strong, while the concept sectors such as diamond, blade battery, artemisinin, hit battery and MLCC are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 717.78 billion yuan.
[afternoon opportunity]
The first China International Conference on new energy storage technology and engineering application and the fourth national high level seminar on the application of power side energy storage technology were held in Changsha from December 1 to 3. The conference took “new energy storage, new power and new development” as the theme, China National Chemical Engineering Co.Ltd(601117) and the energy storage application branch of physical power industry association, United Nations network, Electric Power Research Institute of Sichuan electric power company It was hosted by more than 100 units, including the Electric Power Research Institute of State Grid Chongqing Electric Power Company and State Grid Hunan comprehensive energy service Co., Ltd. the key support units of the conference were Huawei, Contemporary Amperex Technology Co.Limited(300750) , Sungrow Power Supply Co.Ltd(300274) , Hnac Technology Co.Ltd(300490) , etc.
In July this year, the national development and Reform Commission and the National Energy Administration issued the guiding opinions on accelerating the development of new energy storage, which pointed out that by 2025, new energy storage will be transformed from the initial stage of commercialization to large-scale development; By 2030, realize the comprehensive market-oriented development of new energy storage. New energy storage has become one of the key supports for carbon peaking and carbon neutralization in the energy field. With the continuous growth of the installed capacity of renewable energy and the continuous improvement of energy storage related policies, the new energy storage technology based on lithium battery energy storage technology is expected to usher in a high-speed development opportunity under the gradual improvement and promotion of relevant mechanisms.
