Index
On March 1, 2022, the Shanghai Composite Index closed at 348883 points, up 0.77%; Shenzhen composite index closed at 1348864 points, up 0.32%; Photovoltaic index closed at 482727 points, up 0.52%. The wind power index closed at 310720 points, up 0.71%. Among them, the top three companies in the photovoltaic industry are: Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Tangshan Sunfar Silicon Industry Co.Ltd(603938) 10.00%), Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) ( Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) 5.43%), Jiangsu Akcome Science And Technology Co.Ltd(002610) (220610, 5.15%). The top three companies in the wind power industry are: Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 10.10%), Jiangyin Hengrun Heavy Industries Co.Ltd(603985) ( Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , 7.64%), Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) ( Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , 5.45%).
Comments
On February 2021, the State Council issued the opinions on comprehensively implementing the key deployment of the party’s Rural Revitalization work. It is pointed out that cultivating characteristic industries in poverty-stricken areas. Expand characteristic and advantageous industries. Develop key industries. Consolidate the effectiveness of photovoltaic poverty alleviation projects and support the development of photovoltaic industry in poverty alleviation areas where conditions permit. Poverty relief areas are mostly in remote towns and rural areas. In terms of energy utilization, it is not conducive to the construction of centralized power stations to provide power. Roof photovoltaic and household energy storage can be well applied in this scenario, which can meet the necessary energy needs of poverty-stricken areas to a certain extent. From the perspective of the overall market, the installed capacity of application scenarios in poverty-stricken areas is far less than that in densely populated areas and industrial needs. However, due to its special application scenarios and the strong support of the government for the development of poverty-stricken areas, the implementation of policies is expected to boost the subdivided tracks such as roof photovoltaic and household energy storage. Related subject matter: Pylon Technologies Co.Ltd(688063) .
Industry dynamics
On February 28, CRRC Songyuan new energy industry base project was fully launched. The total investment of CRRC Songyuan new energy industry base project is 45 billion yuan, and the total installed capacity of wind power generation is 5 million KW. After the completion of the base, it can form an equipment manufacturing industrial chain of wind turbine, blades, generators, energy storage equipment and other equipment, with an annual output value of 40 billion yuan. It will lead the upstream and downstream enterprises of the industrial chain to jointly build an industrial demonstration park, directly promote the creation of more than 4000 jobs, and become the second largest industrial base of Crrc Corporation Limited(601766) group in Jilin Province. (Polaris power grid)
Company dynamics
Ming Yang Smart Energy Group Limited(601615) ( Ming Yang Smart Energy Group Limited(601615) ): the company released the performance express in 2021. In 2021, the company achieved an operating revenue of RMB 27.273 billion, a year-on-year increase of 21.45%; The net profit attributable to the shareholders of the listed company was RMB 3.319 billion, a year-on-year increase of 141.56%; After deducting non recurring profits and losses, the net profit attributable to shareholders of listed companies was RMB 3.279 billion, a year-on-year increase of 134.21%; The basic earnings per share was 1.73 yuan, an increase of 82.11% year-on-year, and the owner’s equity attributable to the shareholders of listed companies was 18.6 billion yuan, an increase of 26.00% over the end of the previous year.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
