On the afternoon of December 27, Nari Technology Co.Ltd(600406) diving led to the collective decline of UHV plate. as of the closing on the 27th, Nari Technology Co.Ltd(600406) fell 7.4% to 41.39 yuan, with a market value of 229.5 billion yuan and a single day evaporation of 18.35 billion yuan. In addition, Xj Electric Co.Ltd(000400) , Henan Pinggao Electric Co.Ltd(600312) etc. fell.
Some analysts said that the sharp decline of UHV sector may be affected by market rumors - at the noon of December 27, a message from a securities firm said that "(photovoltaic) countries will no longer promote the whole county" and "it is expected that the distribution network investment will be reduced from 1.7 trillion yuan to 1.5 trillion yuan".
According to the China Securities Journal, a researcher from a number of leading securities companies told reporters that "this news is unreliable and groundless" and "rumors are very likely". In addition, Nari Technology Co.Ltd(600406) the relevant person of the Board Office responded to the reporter, saying: "the company's current operation is normal. At present, the state grid investment is still promoting the relevant power grid construction in accordance with the overall national strategy."
Nari Technology Co.Ltd(600406) Guba fryer
According to public data, Nari Technology Co.Ltd(600406) is an overall solution provider of energy Internet with energy and power intelligence as the core. It is also an excellent IT enterprise and power intelligence leader in the field of energy, power and industrial control in China. As of September 30, 2021, Nari Technology Co.Ltd(600406) has 66390 shareholders.
in the face of the sharp drop, Nari Technology Co.Ltd(600406) stock bar immediately fried the pot. Some netizens commented: "like lithium battery, some institutions did not talk about stock morality and ran away in advance", "the most promising plate collapsed"...
image source: East Money Information Co.Ltd(300059)
It is worth mentioning that for such rumors, the chief analyst of China Securities Co.Ltd(601066) was angry and said in the first circle that "if you spread a rumor, you will break your leg".
Source: China Fund News
According to the Shanghai Securities News, the reporter asked the rumored Sinolink Securities Co.Ltd(600109) for confirmation. The relevant person in charge of the research institute said:
Sinolink Securities Co.Ltd(600109) has paid attention to the rumors about distribution network investment widely spread in the market, which is not the view of Sinolink Securities Co.Ltd(600109) Research Institute.
Guojin Research Institute believes that the establishment and implementation of green power trading mechanism can greatly improve the investment enthusiasm of operators by effectively improving the rate of return, and (can) hedge the operation risk of high cost of investment or purchasing peak shaving capacity, so as to vigorously promote the rapid development of new energy.
Sinolink Securities Co.Ltd(600109) the Institute has established and improved the quality control mechanism and compliance review mechanism in strict accordance with the requirements of the code of practice for publishing securities research reports. All research reports shall be subject to quality audit by full-time quality auditors with securities analyst qualification before release, and compliance audit shall be conducted by full-time personnel. The approved research reports shall be uniformly sent to the contracting objects through the company's platform.
Investors are requested to follow the Research Report uniformly issued by Sinolink Securities Co.Ltd(600109) Research Institute.
The agency is optimistic about the power new energy industry in 2022
According to China Securities News, in view of the recent suspension of roof photovoltaic power generation projects in many places, senior industry insiders told reporters that there are indeed problems in power grid consumption in some places, which need to be stopped, but this is only temporary. In order to wait for the progress of power grid construction, the essence is to ensure power safety.
"Under the goal of 'double carbon', distributed photovoltaic will certainly increase in quantity in the future. This principle cannot be changed." The above market participants stressed that "most of the notices issued by relevant departments in some regions are new photovoltaic projects, which will not have a great impact on the photovoltaic installation projects under construction."
Zhu Yue, a researcher at Dianxin, said that recently, the country continued to correct the deviation in stopping the filing of distributed photovoltaic, and the country has firm confidence in the development of new energy.
Zhu Yue predicts that the overall volume of distributed photovoltaic in the next few years will be about 25gw, including 17-18gw for household use and about 8GW for distributed industry and commerce. The growth rate next year is about 50% - 100%. Power grid investment should dilute the total amount and pay attention to the structure. The overall national power grid investment in the 14th five year plan is about 2.3 trillion-2.5 trillion yuan, with a comprehensive growth rate of 10% - 15%. Distribution network, secondary, digital transformation and DC transmission are structural priorities. Maintaining the view does not change, and it is nonsense to launch the change of power grid investment from distributed.
In fact, the market heat of the power sector has gradually heated up recently, and many institutions expressed their optimism about the development of new energy industry in 2022.
Anxin Securities said that the distribution network side is an important link in the "14th five year plan" power grid investment. With the implementation of the "double carbon" goal, the installed capacity of renewable energy power generation continues to grow. With the large proportion of new energy access, the demand for power grid investment and construction will remain high. In addition, with the continuous strengthening of the backbone grid, microgrid and distributed energy system relying on distributed new energy power generation, integrated energy management optimization also have great development potential. During the "14th five year plan" period, the power grid investment is expected to remain high, with emphasis on the distribution network side.
(Daily Economic News)
