Green economy and Finance
Government work report: promoting green and low-carbon development
Central Bank Research Bureau: green finance helps carbon peak and carbon neutralization
Shanghai Stock Exchange: six measures to help achieve the dual carbon goal of the 14th five year plan
Carbon emission trading: the national carbon price is down, and the trading volume is down
Green energy index: it fell slightly this week and still outperformed the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general decline during the week
Traditional energy and environmental protection
The national development and Reform Commission deployed and arranged the supervision of medium and long-term coal contracts in 2022
The price of power coal in Indonesia continues to soar due to tight supply and a sharp increase in inquiries in the Asia Pacific region
Huaneng Lancang River Hydropower Inc(600025) ( Huaneng Lancang River Hydropower Inc(600025) . SH) performance express: the net profit attributable to the parent company increased by 20.75% to RMB 5.838 billion in 2021
Ning Xia Yin Xing Energy Co.Ltd(000862) : it is proposed to acquire the Helanshan 200MW wind power project of Alxa Left Banner of Ningxia energy with 640 million yuan
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat, the price of M6 monocrystalline silicon increased by 1.5%, the price of M6 battery increased by 0.9%, and the price of 440450w module was flat
Shandong Provincial Energy Bureau issued the notice on the guidance on energy work of the whole province in 2022
Flat Glass Group Co.Ltd(601865) : it is proposed to invest in the construction of six photovoltaic module glass projects with a daily melting capacity of 1200 tons
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 the performance improvement 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: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to silicon wafer consumables (diamond wire and thermal field) and other links with a relatively good pattern; In terms of wind power, it is suggested to pay attention to the offshore wind power sector and recommend leading enterprises of pipe piles and submarine cables
