Index
On March 10, 2022, the Shanghai Composite Index closed at 329609 points, up 1.22%; Shenzhen composite index closed at 1237095 points, up 2.18%; Photovoltaic index closed at 475466 points, up 3.60%. The wind power index closed at 296706 points, up 3.51%. Among them, the top three companies in the photovoltaic industry are: Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) , 10.89%), Nyocor Co.Ltd(600821) ( Nyocor Co.Ltd(600821) , 10.05%), Zhejiang Sunoren Solar Technology Co.Ltd(603105) ( Zhejiang Sunoren Solar Technology Co.Ltd(603105) , 10.03%). The top three companies in the wind power industry are: Nyocor Co.Ltd(600821) ( Nyocor Co.Ltd(600821) , 10.05%), Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) ( Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , 8.09%), Qingdao Tianneng Heavy Industries Co.Ltd(300569) ( Qingdao Tianneng Heavy Industries Co.Ltd(300569) , 6.86%).
Comments
Recently, Anhui Conch Cement Company Limited(600585) issued the “announcement on the investment plan of new energy business”, According to the announcement, in 2022, the company will invest 5 billion yuan to develop new energy businesses such as photovoltaic power stations and energy storage projects, so as to realize the full coverage of photovoltaic power generation in subordinate factories. It is expected that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1GW and the annual power generation capacity will reach 1 billion kwh. As early as 2021, Anhui Conch Cement Company Limited(600585) acquired Anhui Conch new energy Co., Ltd., and the investment in new energy business will be accelerated Layout of new energy industry. We believe that Anhui Conch Cement Company Limited(600585) ‘s action is a typical self transformation measure for high energy consuming enterprises. Under the background of sluggish downstream real estate demand and the implementation of energy consumption dual control policy, leading enterprises in high energy consuming industry improve their competitiveness through active transformation. Cement and other high energy consuming industries will be brought into the carbon market for supervision, and green power enterprises with prior layout will have the first mover advantage. Optimistic about the business opportunities brought by the green transformation of traditional industries, it is recommended to continue to pay attention to the listed companies in the wind power photovoltaic sector.
Industry dynamics
On March 10, pvinfolink released the latest price data of photovoltaic industry chain. The transaction price of silicon material maintained a slight upward trend, and the frequency and amplitude of price changes were intensified. This week, the mainstream transaction price is in the range of 241246 yuan per kilogram, the transaction price of individual scattered orders has exceeded the water level of 250 yuan per kilogram, and the corresponding price of overseas re feeding specifications has also increased slightly. (Polaris power grid)
Company dynamics
Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Lucky Film Company Limited(600135) ): the company issued its annual report for 2021. During the reporting period, the company realized an operating revenue of 1598867200 yuan, an increase of 58.89% over the same period of last year; The net profit attributable to the shareholders of the listed company was 3356556 million yuan, an increase of 244.76% over the same period of the previous year; After deducting non recurring profits and losses, the net profit attributable to the shareholders of the listed company was 332015700 yuan, an increase of 265.06% over the same period of the previous year; Earnings per share was 1.72 yuan, an increase of 244.00% over the same period last year; After deducting non recurring gains and losses, the earnings per share was 1.70 yuan, an increase of 261.70% over the same period of last year; Total assets: 23216981 million yuan, net assets attributable to shareholders of listed companies: 15551489 million yuan. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
