Yesterday, a rumor that “no longer promote the whole county… At present, the biggest impact is that the distribution network investment of the power grid is expected to drop from 1.7 trillion yuan to 1.5 trillion yuan” had a great impact on the trend of the power equipment sector. In the afternoon opening, Nari Technology Co.Ltd(600406) straight-line diving once fell to the limit, the whole plate also fell sharply at the same time, and many leading stocks of smart grid suffered heavy losses. Sinolink Securities Co.Ltd(600109) responded last night that the above views are not the views of Sinolink Securities Co.Ltd(600109) Research Institute, and investors should be subject to the uniformly published research report.
The relevant person in charge of Sinolink Securities Co.Ltd(600109) Research Institute told Shanghai Securities News: Sinolink Securities Co.Ltd(600109) has paid attention to the rumors about distribution network investment widely spread in the market. This view is not the view of Sinolink Securities Co.Ltd(600109) Research Institute. Sinolink Securities Co.Ltd(600109) the 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. Investors shall be subject to the Research Report uniformly issued by Sinolink Securities Co.Ltd(600109) Research Institute.
Looking back on the event, at the opening of yesterday afternoon, Nari Technology Co.Ltd(600406) share price fell sharply, reaching the limit in just over 10 minutes, and then rebounded with the intervention of funds, narrowing the decline. As of the close, Nari Technology Co.Ltd(600406) was reported at 41.39 yuan, down 7.40%. In addition, Sieyuan Electric Co.Ltd(002028) , Xj Electric Co.Ltd(000400) and Guodian Nanjing Automation Co.Ltd(600268) leading stocks in many sectors also fell by more than 5%.
The sudden decline was due to a rumor that spread at noon yesterday. According to a broker analyst in Netcom, photovoltaic (project) replaces administrative promotion in a market-oriented way. At present, the biggest impact will be the distribution network investment of the power grid. It is expected that the distribution network investment will fall from 1.7 trillion yuan to 1.5 trillion yuan. The specific data are still being calculated.
In the context of “double carbon”, the trend of power equipment sector is strong, and the industry index has increased by more than 60% this year. The focus of the foregoing rumors is whether the whole county promotion of distributed photovoltaic and power grid investment will be reduced, which is directly related to the growth expectation of the power equipment sector. In this regard, a number of brokerage research institutes have made a voice.
Zhu Yue, chief researcher of the new power industry, said that the state has a firm attitude towards the development of new energy. In the next few years, the overall volume of distributed photovoltaic is expected to be about 25gw, including 17gw to 18gw for household projects and 8GW for distributed industrial and commercial projects. There is probably 50% to 100% growth space next year.
Zhu Yue believes that for power grid investment, we should dilute the total amount and pay attention to the structure. The scale of power grid investment in the 14th five year plan is about 2.3 trillion yuan to 2.5 trillion yuan. Distribution network, digital transformation and DC transmission will be the structural focus.
Changjiang Securities Company Limited(000783) Dianxin research team also said that it did not understand the relevant information of the above rumors, and the national household and distributed projects are still being rapidly promoted.
At present, the market has high expectations for power investment in 2022. Changjiang Securities Company Limited(000783) said that in the investment opportunities of this round of new energy reform, UHV backbone grid will be gradually implemented, distribution network investment will become a key link in smart grid construction, and incremental distribution network, distribution network automation and power digitization will be the focus of development. The emergence of distributed energy storage requires the distribution network system to change from “one-way transmission” to “two-way access”, which greatly increases the construction demand of substation and distribution network, and is beneficial to transformation and distribution automation and related information enterprises.
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(Shanghai Securities News)
