Index
On March 2, 2022, the Shanghai Composite Index closed at 348419 points, down 0.13%; The Shenzhen composite index closed at 1334696 points, down 1.05%; Photovoltaic index closed at 485707 points, up 0.62%. The wind power index closed at 308963 points, down 0.57%. Among them, the top three companies in the photovoltaic industry are: Sineng Electric Co.Ltd(300827) ( Sineng Electric Co.Ltd(300827) , 14.37%), Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ( Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , 23.64%), Risen Energy Co.Ltd(300118) ( Risen Energy Co.Ltd(300118) , 4.90%). The top three companies in the wind power industry are: Sungrow Power Supply Co.Ltd(300274) (3 Guangdong Guanghua Sci-Tech Co.Ltd(002741) .82%), Spic Dongfang Energy Corporation(000958) ( Spic Dongfang Energy Corporation(000958) 1.16%), Ming Yang Smart Energy Group Limited(601615) ( Ming Yang Smart Energy Group Limited(601615) 1.02%).
Comments
Notice of the Ministry of carbon and environment on the implementation of the first circular of the Ministry of carbon trading (No. 19) on the implementation of the relevant measures of the Ministry of ecological environment). Shaanxi Provincial Department of ecological environment released the announcement on the completion and treatment of carbon emission quotas of key emission units in the first performance cycle of Shaanxi national carbon market. Among them, three power generation enterprises, Shenmu Longhua sunshine Power Generation Co., Ltd., Fugu Huanghe group Longhua Power Generation Co., Ltd. and Fugu Jinliyuan comprehensive utilization Power Generation Co., Ltd., were punished for breach of contract. This performance announcement marks the end of the first performance cycle of China’s carbon market, which is also the first time that the carbon market has fully played its regulatory ability in the field of emission reduction. We believe that with the continuous improvement of carbon market construction, the demand for green energy from high emission units will be gradually released. It is suggested to continue to pay attention to the development of wind power and photovoltaic industry under the “double carbon policy”.
Industry dynamics
Recently, Qidong COSCO marine n966 project successfully completed the hoisting of the main crane room, A-frame and boom of the project. The construction of the project has made an important breakthrough, which provides sufficient guarantee for the timely promotion of the project. The rated load of the main crane of Qidong COSCO marine n966 project exceeds 3000 tons, the self weight of machine room a frame is 2000 tons, the boom is 145 meters long and the self weight is 850 tons, all of which have set the tonnage record of the company’s heavy lifting equipment. Facing such a huge challenge, the project team worked hard for 80 hours to complete the hoisting operation safely and efficiently (Polaris power grid)
Company dynamics
Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) ( Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) ): the company has issued a demonstration and analysis report on the stock issuance scheme to specific objects. The company plans to issue 215745976 shares to specific objects, raising 108088733976 yuan, all of which will be used to supplement working capital after deducting the issuance expenses. After the completion of this offering, Kaide investment control will become the controlling shareholder of the company.
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
