Power industry chain tracking

Events

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%; The power sector index closed at 318294 points, up 0.93%. Among them, the top three companies in the photovoltaic power generation sector are: Kelin Environmental Protection Equipment Inc(002499) ( Kelin Environmental Protection Equipment Inc(002499) . SZ, 5.04%), Cecep Solar Energy Co.Ltd(000591) ( Cecep Solar Energy Co.Ltd(000591) . SZ, 4.09%), Beijing Xiaocheng Technology Stock Co.Ltd(300139) ( Beijing Xiaocheng Technology Stock Co.Ltd(300139) . SZ, 3.75%). The top three companies in the thermal power sector are: Shenyang Jinshan Energy Co.Ltd(600396) ( Shenyang Jinshan Energy Co.Ltd(600396) . Sh, 10.16%), Spic Dongfang Energy Corporation(000958) ( Spic Dongfang Energy Corporation(000958) . SZ, 7.57%), Shanghai Electric Power Co.Ltd(600021) ( Shanghai Electric Power Co.Ltd(600021) . Sh, 5.01%).

Comments

Recently, the Ministry of science and technology and nine other departments issued the implementation plan for scientific and technological cooperation between the East and the West during the 14th five year plan. The document proposes to carry out the R & D and demonstration application of advanced energy technologies such as clean utilization of coal, intelligent wind turbine, energy storage and new energy microgrid, and carry out the development and achievement transformation of green and low-carbon technologies in strategic mining, chemical and other industries, so as to support and lead the green development of Xinjiang. The document also proposes to promote the green transformation of energy resources in Inner Mongolia through science and technology, and jointly carry out the development and achievement transformation and application of clean energy technologies such as large-scale energy storage, hydrogen energy and smart grid. Under the strategy of carbon peaking and carbon neutralization, the development momentum of non fossil energy is strong, and energy transformation technology is booming. The innovative construction of clean energy in Western China and the tackling of key industrial technologies will help promote the high-quality development of wind power photovoltaic industry. The implementation of this plan will realize the effective allocation of resources in the West and help the green development of the West.

Industry dynamics

\u3000\u30001. The construction of Pingyuan pumped storage power station in Luotian, Hubei Province was officially started: the planned installed capacity of the power station is 1.4 million KW. It is not only the first approved pumped storage project in Hubei after many years, but also the preliminary work such as the feasibility study of the project takes only one year, breaking the record of the shortest time in the feasibility study stage of similar projects. (Hubei Daily)

\u3000\u30002. Aidi Xinneng signed the distributed photovoltaic project of Baoding public institutions: Aidi Xinneng signed the strategic cooperation framework agreement on contract energy management of Baoding public institutions distributed photovoltaic power station project with Baoding Municipal organ affairs administration, and obtained the filing information of enterprise investment projects on February 18, 2022. The total installed capacity is 100 MW; The total investment of the project is 350 million yuan. (Polaris power grid)

Company dynamics

China National Nuclear Power Co.Ltd(601985) ( China National Nuclear Power Co.Ltd(601985) ): in 2021, the company achieved a total operating revenue of 62.367 billion yuan, an increase of 19.30% over the previous year, and the net profit attributable to shareholders of listed companies was 8.037 billion yuan, an increase of 34.05% over the previous year. By the end of 2021, the company was in good financial condition, with total assets of 409621 billion yuan, an increase of 7.15% over the beginning of the year; The owner's equity attributable to shareholders of listed companies was 76.122 billion yuan, an increase of 8.03% over the beginning of the year; The asset liability ratio was 69.42%, 0.11 percentage points lower than that at the beginning of the year. (company announcement)

Risk tip: the epidemic situation fluctuates more than expected, the price of raw materials fluctuates sharply, and the installed capacity of new energy is less than expected.

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