Power industry chain tracking

event

On January 4, 2022, the Shanghai Composite Index closed at 3632.33 points, down 0.20%; The Shenzhen composite index closed at 14791.31 points, down 0.44%; The power sector index closed at 3457.16 points, down 1.25%. Among them, the top three companies in the photovoltaic equipment sector are: * ST Tianlong (300029.sz, 2.93%), Eging Photovoltaic Technology Co.Ltd(600537) (600537. Sh, 2.33%), Zhejiang Sunflower Great Health Limited Liability Company(300111) (300111. SZ, 1.59%). The top three companies in the wind power equipment sector are: Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) (601218. Sh, 1.45%), Shandong Shuangyi Technology Co.Ltd(300690) (300690. SZ, 1.32%), Tongyu Heavy Industy Co.Ltd(300185) (300185. SZ, 0.83%). The top three companies in the thermal power sector are: Xinjiang Tianfu Energy Co.Ltd(600509) (600509. Sh, 6.25%), Guangdong Baolihua New Energy Stock Co.Ltd(000690) (000690. SZ, 3.04%), Top Energy Company Ltd.Shanxi(600780) (600780. Sh, 1.72%)

comment

Today, the power sector fell as a whole, and the wind power photovoltaic equipment sector fell by a large margin. According to the national development and Reform Commission, in order to promote the high-quality construction of large-scale wind power photovoltaic base and coordinate various problems, the national development and Reform Commission and the national energy administration have taken the lead in establishing a work promotion mechanism. At present, about 75gw of the first batch of large-scale wind power photovoltaic base projects have been started. According to the notice on printing and distributing the list of the first batch of large-scale wind power photovoltaic base construction projects focusing on deserts, Gobi and desert areas issued by the national development and Reform Commission and the national energy administration, the total scale of the first batch of large-scale wind power photovoltaic base projects is 97.05gw. That is, there are still about 22gw of projects in the follow-up, and the market in the field of renewable energy power generation is sustainable. Since 2021, China's wind power photovoltaic installed capacity and power generation have increased significantly compared with 2020. According to statistics, by the end of November 2021, the installed capacity of wind power and photovoltaic in China was 300 million KW and 290 million KW respectively; The year-on-year growth was 29% and 24.1% respectively. From January to November 2021, the cumulative power generation of wind power increased by 40.8% and that of photovoltaic power increased by 24.1% year-on-year. Driven by the policy, it is still the future trend to improve the development and utilization of renewable energy dominated by new energy. Related subjects: Jiangsu Linyang Energy Co.Ltd(601222) , Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) , Beijing Jingneng Power Co.Ltd(600578)

Industry dynamics

The guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization issued by SASAC proposes to accelerate the development of non fossil energy in building a clean, low-carbon, safe and efficient energy system. Optimize the development layout of non fossil energy and continuously increase the proportion of non fossil energy business. Improve the clean energy equipment manufacturing industry chain and support the development and utilization of clean energy. Comprehensively promote the large-scale and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, develop biomass energy according to local conditions, and explore and deepen the development and utilization of marine energy and geothermal energy. (Polaris power grid)

Company dynamics

Jiangsu New Energy Development Co.Ltd(603693) (603693): it is announced that in order to further expand the scale of the company's photovoltaic power generation business and improve the company's competitiveness, the company held the seventh meeting of the third board of directors on December 28, 2021, deliberated and adopted the proposal on acquiring 80% equity of Anyang Meiliang photovoltaic power Co., Ltd, It is agreed that the company will purchase 80% equity of Anyang photovoltaic company held by Shanghai Hongren at the price of RMB 231.2 million.

Risk warning: the epidemic situation fluctuates more than expected, the installed capacity is less than expected, and the power generation construction is less than expected.

 

- Advertisment -