Green economy and Finance
Ministry of housing and urban rural development: issued the “14th five year plan” for carbon peak neutralization in the construction field
IEA: rapid growth of global carbon emissions in 2021
Establish a unified carbon accounting system as soon as possible
Chinese Academy of Sciences: release the action plan of double carbon strategy
Carbon emission trading: the national carbon price is down, and the trading volume is down
Green energy index: it fell slightly this week and still outperformed the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general decline during the week
Traditional energy and environmental protection
Double carbon should be established first and then broken, and energy security is concerned
National Energy Administration: enhance coal supply capacity and speed up the construction of oil and gas storage facilities
Shaanxi Coal Industry Company Limited(601225) intelligent production capacity accounts for 97%
China Three Gorges Renewables (Group) Co.Ltd(600905) : net profit in 2021 increased by 56.02% to 5.634 billion yuan
Bestsun Energy Co.Ltd(600681) : the net profit attributable to the parent company in 2021 increased by 5.89% year-on-year to 537 million yuan
New energy and power equipment
The weekly average price of polycrystalline silicon compact increased by 0.4%, the price of M6 monocrystalline silicon increased by 0.4%, the price of M6 battery was flat, and the price of 440450w module decreased by 0.5%
China’s first 20000 ton granular silicon modularization project put into operation
Tongwei Co.Ltd(600438) : announcement of main business data from January to February 2022
Investment advice
Electric power and public utilities: it is recommended to pay attention to relevant companies in clean energy technology, carbon monitoring and other businesses; The increase of electricity price is conducive to the performance improvement of the power plant. It is recommended that China National Nuclear Power Co.Ltd(601985) , China Yangtze Power Co.Ltd(600900) , Sdic Power Holdings Co.Ltd(600886) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shenergy Company Limited(600642)
Coal: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to silicon wafer consumables (diamond wire and thermal field) and other links with a relatively good pattern; In terms of wind power, it is suggested to pay attention to the offshore wind power sector and recommend leading enterprises of pipe piles and submarine cables
