On December 30, two units 1 and 10 of Hebei Fengning pumped storage power station were officially put into operation for power generation. This is the largest pumped storage power station in the world, which will serve the green power supply of Beijing Winter Olympic Games. The total installed capacity of the power station is 3.6 million KW, the annual design power generation is 6.612 billion kwh, and the annual pumping power is 8.716 billion kwh.
The medium and long term development plan for pumped storage (2021-2035) issued by the national energy administration proposes that by 2025, the total scale of production of pumped storage will double that of the 13th five year plan, reaching more than 62 million KW; By 2030, the total scale of pumped storage put into operation will double that of the 14th five year plan to about 120 million KW; By 2035, a modern pumped storage industry with advanced technology, high-quality management and strong international competitiveness will be formed to meet the large-scale development needs of a high proportion of new energy, and a number of large backbone pumped storage enterprises will be cultivated.
Huajin securities research report pointed out that according to the current cost of 5000-7000 yuan / kW, the scale of new investment in the pumping and storage industry will surge from 24 billion yuan in the 13th five year plan to 183.1 billion yuan, 406 billion yuan and 126 trillion yuan in the 14th, 15th and 16th five year plans, and the industry will enter a golden decade.
According to the statistics of securities times · databao, by the end of 2021, there are 23 listed companies with pumped storage business, of which the total market value of A-Shares is 958.8 billion yuan. The market value of A-Shares of Nari Technology Co.Ltd(600406) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) 3 companies exceeded 100 billion.
Data treasure statistics show that by the end of 2021, pumped storage concept stocks had an average increase of 67.18% in 2021, far exceeding the Shanghai index in the same period. Six shares doubled during the year, namely Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) , Yunnan Wenshan Electric Power Co.Ltd(600995) , Dongfang Electric Corporation Limited(600875) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Jilin Electric Power Co.Ltd(000875) . According to the rough calculation of the average transaction price in the range, five have obtained more than 100 million yuan of northward capital since December, namely Sanxia energy, Dongfang Electric Corporation Limited(600875) , Xinjiang Goldwind Science And Technology Co.Ltd(002202) , An Hui Wenergy Company Limited(000543) , Hubei Energy Group Co.Ltd(000883) .
From the perspective of institutional attention, more than 60% of concept stocks were rated as positive by securities companies. Xinjiang Goldwind Science And Technology Co.Ltd(002202) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Nari Technology Co.Ltd(600406) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Jilin Electric Power Co.Ltd(000875) received more than 5 ratings. Among the five stocks, Jilin Electric Power Co.Ltd(000875) is the first one predicted by the agency to increase the net profit by 83.98% in 2021.
(data treasure)
