As of the closing on October 25, 2021, the Shanghai index rose 0.76%, the Shenzhen Component Index rose 0.72%, and the gem index rose 1.64%. Today’s market sentiment is relatively high. At the close, 2515 stocks rose by the limit and 1859 stocks fell by the limit. The turnover of Shanghai and Shenzhen stock markets exceeded one trillion yuan for the second consecutive trading day.
On the disk, concept plates such as energy storage, virtual power plant, pumped storage and solid-state battery led the increase. Transmission and distribution electricity, petroleum industry and mining industry led the increase.
It is worth mentioning that the energy storage sector set off a rising tide, with 115 rising, 2 flat and 8 falling; Among them, Windsun Science Technology Co.Ltd(688663) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Sineng Electric Co.Ltd(300827) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) four stocks rose as much as 20%.
On October 25, he Lifeng, Secretary of the Party group and director of the national development and Reform Commission, issued a document saying that we should accelerate the construction of large-scale wind power and photovoltaic bases; Increase the support and promotion of new energy vehicles and ships; Orderly promote the “military order” way to tackle key problems of low-carbon, zero carbon and negative carbon new materials, new technologies and new equipment; We will comprehensively promote the construction of market-oriented mechanisms such as green power trading, energy use right trading and carbon emission right trading. Strictly control coal power projects, strictly control the growth of coal consumption during the 14th Five Year Plan period, and gradually reduce during the 15th Five Year Plan period.
According to the Research Report of open source securities, in the case of low-carbon or even zero carbon energy in the future, the proportion of photovoltaic and wind power generation will be greatly increased. The supporting use of energy storage can achieve the stability of power grid system and effectively reduce the cost of photovoltaic and wind power, which is obviously economical.
Tianfeng Securities Co.Ltd(601162) also believes that with the implementation of the price floating policy and the opening of a new round of price marketization reform, the price of market-oriented transactions in many places has risen recently, reaching the upper limit of 20%. It is expected that the price rise of power market-oriented transactions in various provinces in the later stage may continue to be high, which is conducive to the better return of power resources to commodity attributes in the future, and the valuation of power operators is expected to be reshaped.
(China Economic Weekly)
