The guidance on the work of “double carbon” in central enterprises has been released, and the installed proportion of renewable energy power generation will reach more than 50% by 2025.
Today, the three major indexes collectively closed up, and the Shanghai index returned to 3600 points. Yuan universe concept stocks lifted the limit tide, and led the collective rise of relevant sectors such as games, media and virtual reality; The traditional Chinese medicine sector strengthened again, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) 20cm limit reached a new high; Individual stocks senxuan pharmaceutical, Datang pharmaceutical and Lude medical in the Beijing stock exchange all rose by 30cm, of which senxuan pharmaceutical rose 148% in 5 trading days. In contrast, tire, silicone, carbon black, glyphosate and other sectors performed poorly, leading the decline.
Tomorrow will be the last trading day in 2021. It is worth looking forward to what concept sectors will shine on the closing day.
carbon neutralization plate ushered in heavy news
Today, SASAC issued the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization, which puts forward:
Optimize the development layout of non fossil energy and continuously increase the proportion of non fossil energy business. Improve the clean energy equipment manufacturing industry chain and support the development and utilization of clean energy.
Comprehensively promote the large-scale and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, develop biomass energy according to local conditions, and explore and deepen the development and utilization of marine energy and geothermal energy.
Adhere to both centralized and distributed development, give priority to the development and utilization of wind energy, Cecep Solar Energy Co.Ltd(000591) locally and nearby, and accelerate the innovation, upgrading and characteristic application of intelligent photovoltaic industry. Develop hydropower according to local conditions and promote the construction of hydropower projects that have been included in national planning and meet the requirements of ecological and environmental protection.
Actively, safely and orderly develop nuclear power, and cultivate high-end nuclear power equipment manufacturing industry clusters. Steadily build a hydrogen energy industry system, improve the integrated layout of hydrogen energy production, storage, transmission and utilization, and actively deploy industrial chain demonstration projects in combination with typical energy consumption scenarios in industries, transportation and other fields.
We will increase the forward-looking layout of advanced energy storage, temperature difference energy, geothermal energy, tidal energy and other emerging energy fields.
According to the document, by 2025, significant progress will be made in the adjustment and optimization of the industrial structure and energy structure of central enterprises, and the installed proportion of renewable energy power generation will reach more than 50%. By 2030, remarkable achievements will be made in the comprehensive green and low-carbon transformation of central enterprises, and significant progress will be made in the adjustment of industrial structure and energy structure. By 2060, an industrial system of green, low-carbon and circular development of central enterprises and a clean, low-carbon, safe and efficient energy system will be fully established.
Securities Times · databao counted more than 100 carbon neutral concept stocks. Against the background that the prosperity of the industry has remained high, the share prices of these stocks have risen by an average of 39.12% this year, significantly outperforming the market, including the share prices of 16 stocks such as China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) , Hangzhou Boiler Group Co.Ltd(002534) , Yunnan Yuntianhua Co.Ltd(600096) , Henan Qingshuiyuan Technology Co.Ltd(300437) , Gcl Energy Technology Co.Ltd(002015) , Guanghui Energy Co.Ltd(600256) , Hunan Kaimeite Gases Co.Ltd(002549) which have doubled during the year; Among them, the stock price of China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) listed at the beginning of this year led the cumulative increase of 314.26%. China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) as one of the few large energy-saving service companies, it is backed by China Southern Power Grid and the actual controller is SASAC, with leading industry position and competitive advantage. Among the main businesses of the company, the gross profit margin of photovoltaic sector is the highest. The average gross profit margin of distributed photovoltaic business and agricultural photovoltaic complementary business in 2017-2020 is maintained at 61% and 63%.
Since December, northbound capital has increased its positions in 9 carbon neutral concept stocks, including Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Cnooc Energy Technology & Services Limited(600968) , China Building Material Test & Certification Group Co.Ltd(603060) , Sinopec Oilfield Service Corporation(600871) , Xinjiang Zhongtai Chenical Co.Ltd(002092) , Cecep Solar Energy Co.Ltd(000591) , Ygsoft Inc(002063) . Ningxia Baofeng Energy Group Co.Ltd(600989) since December, it has accumulated a net purchase of 1.188 billion yuan of northbound funds, and the share price rose 7.27% over the same period. Recently, Ningxia Baofeng Energy Group Co.Ltd(600989) Baofeng group, the major shareholder, invested 69.2 billion yuan in the whole energy storage battery industry chain project in Yinchuan, becoming the largest industrial project in Yinchuan’s history. The project will build an annual output of 200gwh battery and energy storage container system in Suyin Industrial Park, build an energy storage battery intelligent manufacturing plant according to the high standard of industrial version 4.0, and build the largest energy storage battery production base in China. In addition, the project will also build lithium iron phosphate cathode material, graphite cathode material and electrolyte projects in Ningdong energy and chemical base, and simultaneously build 6Gw photovoltaic power stations in Lingwu City and other places.
From the perspective of annual performance expectation, the agency predicts that the performance of 17 shares in 2021 is expected to increase by more than 50%, of which the annual performance of 8 shares such as Xinjiang Zhongtai Chenical Co.Ltd(002092) , Yunnan Yuntianhua Co.Ltd(600096) , Sinopec Oilfield Service Corporation(600871) , Chengzhi Co.Ltd(000990) , Guanghui Energy Co.Ltd(600256) is expected to double.
(data treasure)
