Green economy and Finance
National energy work conference: accelerating green and low-carbon energy development in 2022
Carbon emission trading: the national carbon price rises slightly, and the trading volume in Hubei is the highest
Green energy index: high shock, outperforming Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: withdraw more in a week and return considerable in a year
Traditional energy and environmental protection
In November, the power consumption increased by 3.1% year-on-year; The price of thermal coal fell and the price of crude oil rose
Zhongkehai sodium: sodium battery is expected to accelerate commercialization, and the world’s first large-scale mass production line is planned to be opened
The products will be used for energy storage projects
China Three Gorges Renewables (Group) Co.Ltd(600905) : it is proposed to invest 41.169 billion to build three major offshore wind power projects
Shanghai Ceo Environmental Protection Technology Co.Ltd(688335) : equipment sales contract of 410 million yuan was signed
New energy and power equipment
The weekly average price of polycrystalline silicon compact decreased by 4.5% month on month. The price of M6 monocrystalline silicon wafer was flat month on month, the price of M6 battery wafer was flat month on month, and the price of 440-450w module was flat month on month.
Tongwei Co.Ltd(600438) : Announcement on receiving the reply of China Securities Regulatory Commission approving the company to publicly issue convertible corporate bonds?
New materials and nonferrous metals
The price of energy metal lithium continued to rise, and the price of industrial metal rebounded slightly
China’s high magnesium lithium ratio Salt Lake clean lithium extraction technology has made a breakthrough: the output of lithium carbonate has been more than doubled, and the cost per ton has been reduced by more than 10000 yuan
With the outbreak of the European energy crisis, many aluminum enterprises fell into a “wave of production reduction and shutdown” due to high electricity prices
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 improving the performance of power plants. 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: the price of coal has dropped sharply. Pay attention to the supply increment, 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) of sodium ion battery
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 Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand
Nonferrous Metals: focus on the continuous release of future capacity Zijin Mining Group Company Limited(601899)
