Green economy and Finance
The pilot work plan for Climate Investment and financing starts the pilot work of Climate Investment and financing
Carbon emission trading: the national carbon price rose slightly, with the highest trading volume in Guangdong
Green energy index: rebounded slightly, outperforming the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: it is mostly positive in the week and the return is considerable in the year
Traditional energy and environmental protection
In November, the power consumption increased by 3.1% year-on-year; The price of thermal coal fell and the price of crude oil rose
SASAC of the State Council: steadily build the hydrogen energy industry system and improve the integrated layout of hydrogen energy production, storage, transmission and utilization
China Three Gorges Renewables (Group) Co.Ltd(600905) : the first batch of units of China’s largest “wind power storage” integration project are connected to the grid
New energy and power equipment
The weekly average price of polycrystalline silicon compact decreased by 2.5% month on month, the price of M6 monocrystalline silicon decreased by 1%, the price of M6 cell was flat month on month, and the price of 440-450w module decreased by 2.6% month on month.
Bidding for 1.76gw offshore wind power project in Japan
Zhejiang Chint Electrics Co.Ltd(601877) : Announcement on selling the equity of some industrial and commercial distributed photovoltaic power station project companies
New materials and nonferrous metals
Energy metal lithium cobalt prices continued to rise, and industrial metal prices rebounded slightly
Cspt finalized the guidance and processing fee for copper concentrate in the first quarter of 2022
“14th five year plan” for raw materials: expand and strengthen the rare earth leader in the field of high-end rare earth
Zijin Mining Group Company Limited(601899) : the first phase of Tibet Julong copper industry is put into operation, and the total annual copper production is expected to be 120000-130000 tons
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: recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to Shan Xi Hua Yang Group New Energy Co.Ltd(600348) .
New energy: in terms of photovoltaic, it is recommended to pay attention to silicon wafer consumables (diamond wire and thermal field), tracking support and other links with a relatively good pattern; In terms of wind power, it is recommended to pay attention to the whole wind power plant and parts that can effectively transmit the price rise of raw materials to the downstream.
New materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand.
Nonferrous Metals: focus on the continuous release of future production capacity Zijin Mining Group Company Limited(601899) .
