Index
On March 9, 2022, the Shanghai Composite Index closed at 325639 points, down – 1.13%; Shenzhen composite index closed at 1210717 points, down – 1.12%; Photovoltaic index closed at 458937 points, up 1.02%. The wind power index closed at 286638 points, up 0.08%. Among them, the top three companies in the photovoltaic industry are: Crown Advanced Material Co.Ltd(688560) ( Crown Advanced Material Co.Ltd(688560) , 12.09%), Clenergy(Xiamen)Technology Co.Ltd(603628) ( Clenergy(Xiamen)Technology Co.Ltd(603628) , 9.99%), Yingkou Jinchen Machinery Co.Ltd(603396) ( Yingkou Jinchen Machinery Co.Ltd(603396) , 7.44%). The top three companies in the wind power industry are: Spic Dongfang Energy Corporation(000958) ( Spic Dongfang Energy Corporation(000958) , 7.57%), Ning Xia Yin Xing Energy Co.Ltd(000862) ( Ning Xia Yin Xing Energy Co.Ltd(000862) , 5.17%), Gepic Energy Development Co.Ltd(000791) ( Gepic Energy Development Co.Ltd(000791) , 4.06%).
Comments
Recently, the general office of the people’s Government of Inner Mongolia Autonomous Region issued the “14th five year plan” for energy development in Inner Mongolia Autonomous Region. The basic idea of the autonomous region’s energy development plan in the 14th five year plan is to achieve “one goal”, promote “three transformations”, create “four industries” and implement “ten projects”. Among them, the “four industries” are to build four new energy industries, including wind energy, Cecep Solar Energy Co.Ltd(000591) , hydrogen energy and energy storage. Relying on the construction of national important energy and strategic resource bases, seize the rare opportunities brought by carbon peak and carbon neutralization, combined with the huge market demand, attract new energy industries with rich resources and broad market, introduce industry leaders, develop new energy equipment manufacturing and operation and maintenance services, and expand the four industrial clusters of scenery hydrogen storage, Promote the transformation of the new energy industry from single power generation and sales to the development of the whole industrial chain. The “ten major energy sources” cooperation, such as “hydrogen control, coal power grid” and “green energy, energy storage and electrification” refers to the “ten major energy sources, new energy sources and new energy grid” cooperation. In the past, Inner Mongolia became a major energy province in China relying on rich coal resources. The energy transformation of the province will bring rich industrial opportunities for Fengguang hydrogen storage. Related objects: Tongwei Co.Ltd(600438) , Sineng Electric Co.Ltd(300827) etc.
Industry dynamics
Hainan Province will intensify the development of offshore wind power during the 14th Five Year Plan period. According to the plan, a total of 11 sites in the northwest of Lingao, the northwest of Danzhou, the west of Dongfang, the west of Ledong and the southeast of Wanning will be the focus of development, with a total development capacity of about 12.3 million KW. As early as the second half of 2017, in order to strengthen the protection of ecological environment and natural landscape, Hainan Provincial Development and Reform Commission once stopped the development of offshore wind power projects. (Polaris power grid)
Company dynamics
Lucky Film Company Limited(600135) ( Lucky Film Company Limited(600135) ): the company issued the annual performance express of 2021. In 2021, the consolidated operating income of the company was 2234880900 yuan, an increase of 181055400 yuan over 2053825500 yuan in the same period of last year, a year-on-year increase of 8.82%, and the total profit was 657095 million yuan, an increase of 10.59 million yuan over 551195 million yuan in the same period of last year, a year-on-year increase of 19.21%; The net profit attributable to the shareholders of the listed company was 543371 million yuan, an increase of 170828 million yuan or 45.85% year-on-year compared with 372543 million yuan in the same period of the previous year. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
