China’s important policies and events: National Development and Reform Commission: form an energy production and consumption pattern in which non fossil energy can basically meet the increment of energy demand, replace the stock of fossil energy on a large scale, and comprehensively enhance the ability of energy security. Twelve departments including the Ministry of industry and information technology: we should transform from dual control of energy consumption to dual control of carbon emission, so as to reduce the impact on the normal production of enterprises while reducing emission. The people’s Government of Sichuan and Chongqing: promote the joint construction of an important clean energy base in China and create a demonstration area for high-quality development of clean energy. National Development and Reform Commission: by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented. State Council: accelerate the construction of a rural clean energy utilization system based on renewable energy.
Operation of green industry market: from January to February, wind power generation decreased by 7.6% year-on-year, and photovoltaic power generation increased by 6.5%. In terms of cost, the cost of spare parts increased this year; In terms of carbon trading market, the price trend of local carbon market is seriously differentiated. The carbon price in Guangdong is about 70 ~ 90 yuan / ton and that in Shenzhen is less than 20 yuan / ton. In terms of trading volume, the carbon trading volume market in February was extremely bleak, with a total turnover of only 1.67 million tons.
Industry trends: Longi Green Energy Technology Co.Ltd(601012) raise the price of silicon wafer again Tbea Co.Ltd(600089) spent 770 million yuan to establish a double carbon green energy fund Ming Yang Smart Energy Group Limited(601615) , power investment and energy, Ja Solar Technology Co.Ltd(002459) and other listed companies have arranged wind, light and storage integration projects.
Credit events: this month, there were no negative credit events such as default, extension and rating downgrade of bond issuing enterprises related to green industry.
