Green economy and Finance
State Council: promote Beijing Green Exchange to build a green and sustainable financial center
Development and Reform Commission and other three departments: vigorously promote the construction of green mines
Carbon emission trading: the national carbon price decreased slightly and the trading volume rebounded
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 22nd Meeting of the central deep reform commission put forward clear requirements for China’s power market
The price department of the national development and Reform Commission carried out special research on improving the price formation mechanism of the coal market
China Three Gorges Renewables (Group) Co.Ltd(600905) the initial grant price of the proposed restricted stock incentive plan is 3.38 yuan / share
Beijing Sdl Technology Co.Ltd(002658) : the company’s greenhouse gas monitoring system can measure methane (CH4)
New energy and power equipment
Polycrystalline silicon compact prices rose month on month this week
The price of photovoltaic industry chain fell slightly
Longi Green Energy Technology Co.Ltd(601012) : Announcement on signing major sales contracts
New materials and nonferrous metals
The price of energy metal lithium salt continues to rise, and the price trend of industrial metal is weak
Favorable policies for downstream high-efficiency and energy-saving motors accelerate the penetration of rare earth magnetic materials
The global mining giant Rio Tinto Group’s 15.4 billion yuan lithium project was protested again
Zijin Mining Group Company Limited(601899) MOA copper company plans to invest in the construction of copper smelter
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 Chengxin Lithium Group Co.Ltd(002240) , Zhejiang Huayou Cobalt Co.Ltd(603799) benefiting from carbon neutralization and rapid growth in demand.
Nonferrous Metals: focus on the continuous release of future production capacity Zijin Mining Group Company Limited(601899) .
