Affected by the dual carbon target, the new energy industry dominated by photovoltaic and wind power has become popular rapidly. Especially after entering the 14th five year plan, the development of downstream new energy power stations has become an important track for the competition of major power station developers. According to statistics, since January 2021, 63 groups / enterprises have signed new energy project development agreements with a total investment of 1.15 trillion yuan and a total scale of more than 310gw, involving nearly 135gw of photovoltaic power stations.
A-share institutions believe that at present, the vast majority of thermal power enterprises have a slight loss range, the electricity price has entered a rising cycle, and the income end of new energy operators has growth. The two sessions clearly proposed to promote the construction of large-scale scenery bases. Under the background of steady growth, social finance increased significantly in January, and new energy, as an important direction of new infrastructure, received financial support.
According to the theme database of financial Associated Press, among the relevant listed companies:
Jilin Electric Power Co.Ltd(000875) main business involves thermal power, heating, new energy and comprehensive intelligent energy, biomass energy, hydrogen energy, energy storage, power station services and other fields. As of September 30, 2021, the company’s installed capacity of photovoltaic power generation was 4209100 kw and that of wind power was 2701900 kW.
Huaneng Power International Inc(600011) is a listed company of Huaneng Group and one of the largest power generation companies in China. By 2020, the installed capacity of new energy accounted for 10.34%. In 2021, the new holding installed capacity was 5.23gw and the new installed capacity of Fengguang was 3.20gw.
