[daily market conditions]
Today, the Shanghai stock index rose 1.22% to close at 329609 points; Shenzhen composite index closed at 1237095 points, up 2.18%; The gem index closed at 263519 points, up 2.67%. In terms of sectors, pharmaceutical commerce, medical devices and traditional Chinese medicine led the rise, while precious metals, mining industry and securities led the decline. In terms of capital flow, industries such as battery, photovoltaic equipment and wine making industry have won the main net inflow. Today, the two cities traded a total of 1.08 trillion yuan.
[investment suggestions]
In terms of configuration, we suggest paying attention to the sector opportunities related to the field of new energy power generation.
Recently, Hubei's new energy power generation output exceeded the 10 million KW mark for the first time, reaching 102651 million KW, accounting for 40.4% of the province's power load. The daily power generation of new energy reached 138 million kwh, a year-on-year increase of 1.24%. Hubei's new energy power generation output and daily power generation reached a record high. In recent years, Hubei has made every effort to serve the "double caliber" installed capacity of new energy, accounting for 20% of the total installed capacity.
With the rapid growth of new energy power generation, the consumption pressure increases greatly. In order to ensure the full consumption of new energy power generation on that day, State Grid Hubei Electric Power Co., Ltd. accurately carried out new energy prediction and reasonably arranged startup and shutdown modes. For example, make rational use of the regulation capacity of Bailian River and other pumped storage power stations to increase the peak regulation capacity by 900000 kW; Some small hydropower stations with storage capacity shall be deployed in advance to ensure the power balance of the whole network without abandoning wind and light; Make overall arrangements for shutdown and standby of several thermal power units. State Grid Hubei Electric Power Co., Ltd. said it would further improve the prediction model of new energy power generation and continuously improve the prediction level of ultra short-term, short-term and medium and long-term power generation. At the same time, make rational use of pumped storage regulation means, promote the flexible transformation of coal-fired units in the province, and release more new energy consumption space. It is suggested to focus on the leading targets in relevant fields.
