Event: on March 5, 2022, the two sessions were held in Beijing. 1) In his government work report, Premier Li Keqiang stressed the need to promote energy transformation and ensure energy supply, promote the planning and construction of large-scale scenery bases and their supporting regulatory power sources, and improve the consumption capacity of power grids for renewable energy power generation; The assessment of energy consumption will increase flexibility, and the new renewable energy and raw material energy will not be included in the total energy consumption control. 2) Deputies to the National People's Congress made suggestions on clean energy power generation at the two sessions: increase tax support for clean energy, improve the low-carbon self-sufficiency rate of enterprises, establish and improve the carbon account mechanism of enterprises and institutions, coordinate the dispatching of scenery and water in the Yangtze River Basin, and vigorously develop green finance. Photovoltaic: promote the integration of household photovoltaic into green power, green card and carbon emission trading market, and suspend the integration of household photovoltaic into distributed power market trading; Wind power: in the future, we will focus on developing desert wind power and marine wind power, and promote wind power to the countryside.
Support is in line with expectations, and industrial policies ensure high-quality development: 1) new energy support is in line with expectations: renewable energy energy consumption is not included in the assessment, establish and improve the carbon account mechanism, vigorously develop green finance and other policies to ensure high-quality development. It is expected that the installed capacity will maintain a high increase during the 14th Five Year Plan period. 2) Improve the compensation policy for the requisition and relocation of distributed photovoltaic and the price formation mechanism of photovoltaic power generation: ensure the safety of assets, lock in the profit space and benefit the Distributed installation. 3) Focus on marine and desert wind power: wind power focuses on desert, ocean and three desert regions in North Africa. He Lifeng, director of the national development and Reform Commission, stressed that 450 million KW desert wind power and Cecep Solar Energy Co.Ltd(000591) new energy base will be promoted in 2022, and the wind power industry chain is expected to continue to exceed expectations.
It is suggested to focus on the target: photovoltaic industry chain, silicon link Tongwei Co.Ltd(600438) ( Tongwei Co.Ltd(600438) . SH), module link Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH), Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) . SZ), Trina Solar Co.Ltd(688599) ( Trina Solar Co.Ltd(688599) . SH), diamond link Yangling Metron New Material Co.Ltd(300861) ( Yangling Metron New Material Co.Ltd(300861) . SZ), Henan Hengxing Science & Technology Co.Ltd(002132) ( Henan Hengxing Science & Technology Co.Ltd(002132) . SZ). For the wind power industry chain, it is recommended to pay attention to the whole wind power chain Xinjiang Goldwind Science And Technology Co.Ltd(002202) ( Xinjiang Goldwind Science And Technology Co.Ltd(002202) . SZ), Mingyang intelligent ( Ming Yang Smart Energy Group Limited(601615) . SH), submarine cable link Zhongtian Technology ( Jiangsu Zhongtian Technology Co.Ltd(600522) . SH), Dongfang cable ( Ningbo Orient Wires & Cables Co.Ltd(603606) . SH), bearing link Xinqiang Alliance ( Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) . SZ), tower pipe pile link Dajin Heavy Industry Co.Ltd(002487) ( Dajin Heavy Industry Co.Ltd(002487) . SZ), Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) . SZ) Jiangsu Rainbow Heavy Industries Co.Ltd(002483) Jiangsu Rainbow Heavy Industries Co.Ltd(002483) .SZ）。
Risk warning: the price fluctuation of the industrial chain affects the installation process; Industry competition intensifies risks.
