[daily market conditions]
Today, the Shanghai stock index rose 0.62% to close at 3619.19 points; The Shenzhen Component Index closed at 14796.23 points, up 0.97%; The gem index closed at 3322.79, up 1.25%. In terms of sectors, cultural media, games and traditional Chinese medicine led the gains, while wind power equipment, energy metals and logistics industries fell. In terms of capital flow, cultural media, semiconductor, securities and other industries were the main net inflow. Today, the two cities traded a total of 1.02 trillion yuan.
[investment advice]
According to Polaris energy storage network, six shared energy storage projects invested and built by China Energy Engineering Corporation Limited(601868) Inner Mongolia Branch have passed the record recently. The total investment of the project is 1.28 billion, the total construction scale is 650MW / 1300mwh, and the unit price of energy storage is 1.4 yuan / wh. In addition to Inner Mongolia, several provinces have also been building or filing multiple shared energy storage power stations. So far, a total of 84 shared energy storage projects have been filed or publicized, mainly distributed in 9 provinces such as Inner Mongolia, Hubei, Shanxi, Ningxia and Gansu, with a total scale of more than 12gw / 24gwh. The scale of a single shared energy storage project is getting larger and larger. At present, there are seven projects with a scale of 1GWh.
Shared energy storage is to provide shared energy storage services for multiple new energy power stations, increase power generation for new energy power stations and promote new energy consumption, that is, 1-to-N service. Shared energy storage can shorten the investment recovery cycle, improve the project yield, reduce the construction cost of supporting energy storage of new energy, save the daily operation and maintenance cost, and is conducive to the scientific consumption of new energy by the power grid. In April this year, the guidance on accelerating the development of new energy storage (Draft for comments) issued by the national energy administration and other departments stressed the need to encourage the exploration and construction of shared energy storage. With the recommendation of shared energy storage construction, relevant companies benefited.
