[daily market conditions]
Today, the Shanghai stock index fell 0.04% to close at 3562.70 points; The Shenzhen Component Index closed at 14810.20 points, up 0.22%; The gem index closed at 3503.41, up 1.00%. In terms of sectors, batteries, aerospace and motors led the gains, while civil aviation airports, tourist hotels and household light industry fell. In terms of capital flow, port, water transportation, aerospace, battery and other industries have won the main net flow. Today, the two cities traded a total of 1.18 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the companies that have laid out the photovoltaic industry.
Recently, The general affairs department of the National Energy Administration issued the notice on strengthening the safety of distributed photovoltaic power generation (Exposure Draft), which requires strict implementation of the main responsibilities. The document points out that the photovoltaic modules, inverters and grid connected switches of distributed power generation projects (circuit breaker), combiner box, connecting wire, connector and other electrical components shall be certified by relevant national certification authorities, and the technical indicators of photovoltaic modules shall meet the relevant provisions of specifications and conditions for photovoltaic manufacturing industry (version 2021).
At the same time, the document also points out that, The grid connected inverter shall meet the technical requirements for grid connected inverter of photovoltaic power generation (GB / t37408) shall be capable of withstanding abnormal frequency voltage and low-voltage and high-voltage ride through of the power grid, and shall cooperate with the requirements of power grid safety and stability control. The photovoltaic module shall have the function of safe shutdown protection to ensure that the DC voltage outside the system sub array is lower than the safe voltage after the inverter is shut down and the AC power is cut off.
If this draft for comments is implemented, the market of shut-off, optimizer and micro inverse will usher in rapid development. Inverter enterprises can achieve the effect of micro inverse through series + shut-off or optimizer. The state has paid more attention to the safety of components and inverters, small enterprises with low product quality will be cleared, and China’s distributed inverter core enterprises will further improve the market share
