Follow up comments
On March 10, the Shanghai stock index rose 1.22%, the Shanghai and Shenzhen 300 rose 1.57%, the gem rose 2.52%, and the China Securities 1000 rose 2.30%. Among the 11 primary industry categories of wind, the indexes of industry, information technology and telecommunications services increased or decreased by 2.13%, 1.25% and – 0.12% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are electrical equipment, aerospace and national defense III and machinery, with increases and decreases of 3.01%, 2.26% and 1.92% respectively; The last three sectors were energy equipment and services, diversified telecommunications services and Internet software and services III, with increases and decreases of – 0.62%, – 0.12% and 0.32% respectively.
In the electrical equipment service sector, there was no stock limit or stock limit today. The top three stocks are Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Ningbo Techmation Co.Ltd(603015) and Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , up and down by 11.48%, 9.22% and 8.09% respectively; The top three stocks are Hebei Huatong Wires And Cables Group Co.Ltd(605196) , Beijing Yupont Electric Power Technology Co.Ltd(688597) and Jiangnan Yifan Motor Co.Ltd(301023) , with gains and losses of – 5.26%, – 4.79% and – 4.14% respectively.
In the aerospace and national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Avic Heavy Machinery Co.Ltd(600765) , Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) and Chengdu M&S Electronics Technology Co.Ltd(688311) , with increases and decreases of 10.00%, 6.34% and 5.70% respectively; The top three stocks are Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , Avic Aviation High-Technology Co.Ltd(600862) and Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , with gains and losses of – 2.08%, – 1.97% and – 1.72% respectively.
In the machinery sector, five stocks rose and one fell by the limit today. The top three stocks are Zhejiang Taifu Pump Co.Ltd(300992) , Dibei electric appliance and Jiangsu Tongli Risheng Machinery Co.Ltd(605286) , with gains and losses of 12.25%, 10.02% and 10.01% respectively; The top three stocks are Anshan Heavy Duty Mining Machinery Co.Ltd(002667) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) and Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , with gains and losses of – 10.01%, – 6.27% and – 5.64% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) , Landocean Energy Services Co.Ltd(300157) and Renzhi shares, with increases and decreases of 4.24%, 3.27% and 1.16% respectively; The top three stocks are Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Tong Petrotech Corp(300164) and Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , with gains and losses of – 6.76%, 6.20% and 2.98% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are Bizconf Telecom Co.Ltd(300578) , China Telecom Corporation Limited(601728) and China Satellite Communications Co.Ltd(601698) , with increases and decreases of 6.14%, 1.01% and 0.84% respectively; The top three stocks are Servyou Software Group Co.Ltd(603171) , Nova Technology Corporation Limited(300921) and Dr.Peng Telecom&Media Group Co.Ltd(600804) , with gains and losses of – 4.45%, – 3.46% and – 1.58% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks are China Reform Health Management And Services Group Co.Ltd(000503) , Beijing Bewinner Communications Co.Ltd(002148) and Xiamen Jihong Technology Co.Ltd(002803) , with increases and decreases of 3.21%, 3.06% and 2.99% respectively; The top three stocks are Beijing Zznode Technologies Co.Ltd(003007) , Capitalonline Date Service Co.Ltd(300846) and Hengxin Shambala Culture Co.Ltd(300081) , with gains and losses of – 7.07%, – 5.76% and – 4.18% respectively.
Industry highlights
Reverse the price reduction trend for many years! The cost of photovoltaic in the United States rose sharply in 2021 (Cailian) Cailian (Shanghai editor Niu Zhanlin) – the decline of photovoltaic cost has always been a key force to promote the development of Cecep Solar Energy Co.Ltd(000591) industry. However, due to the wide-ranging economic challenges including supply chain constraints, the industry was hit hard, and the cost of photovoltaic products in the United States increased significantly in 2021.
According to a report jointly released by the Cecep Solar Energy Co.Ltd(000591) Industry Association of the United States and wood Mackenzie, an energy research organization, on Thursday (March 10), the cost of photovoltaic in some areas in the United States rose by 18% last year, which is the first time Cecep Solar Energy Co.Ltd(000591) products have risen in residential, commercial and utility markets since tracking the data in 2014.
The National Energy Administration promoted the first batch of 100 million kilowatt scale scenery bases to be put into operation as soon as possible (Financial Associated Press). Zhang Jianhua, director of the national energy administration, said during the two sessions that this year’s energy work should adhere to seeking progress in stability, first establish and then break, continue to expand the supply of clean energy, strengthen the optimal combination of traditional energy and new energy, and speed up the construction of a new energy supply and consumption system. Accelerate the development of non fossil energy, promote the construction of large-scale wind power photovoltaic bases, promote the completion and operation of the first batch of 100 million KW base projects as soon as possible, and speed up the organization of the second batch of base projects; Actively promote the construction of hydropower bases, actively develop nuclear power in a safe and orderly manner, and complete a number of major projects such as Baihetan Hydropower Station and Fuqing No. 6.
According to the institutional analysis, policy support drives the development of Fengguang clean energy. In the future, clean energy will become an important source of energy supply in China, and the growth of the installed scale of Fengguang new energy is highly uncertain. In addition, the stricter dual control of energy consumption and the construction of energy storage system will help to improve the consumption level of wind and solar new energy and increase the income of green power enterprises.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
