[morning review]
In the morning, the three major indexes closed green. As of the afternoon closing, the Shanghai Composite Index fell 0.22% to 320800; The Shenzhen Component Index fell 0.95% to 1217303 points; The gem index fell 1.38% to 267342. On the disk, decoration, engineering consulting services, coal, electric power, engineering construction and other industries were active, with batteries, wind power equipment, electronic chemicals, energy metals, real estate services and other sectors leading the decline. In terms of concept, longevity medicine, assembly building, photovoltaic building integration, Binhai New Area, green power and other sectors are strong, while MLCC, Hongmeng, ESIM, electronic ID card, data security and other concept sectors are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 564.72 billion yuan.
[afternoon opportunity]
The State Grid Corporation of China recently announced that two more pumped storage power stations were officially started on the same day. They are Zhejiang Taishun pumped storage power station and Jiangxi Fengxin pumped storage power station, with a total installed capacity of 1.2 million KW. After the completion of the two pumped storage power stations, it is expected to play an important role in ensuring local power supply and promoting energy transformation. After the completion of the project, it will significantly improve the peak shaving, valley filling, frequency modulation and phase modulation capacity of Zhejiang Jiangxi power grid and East China and central China power grid, and play an important role in ensuring the safety and stability of power grid, enhancing the flexibility of system operation and improving the consumption capacity of renewable energy. The project will stimulate social investment of more than 30 billion yuan, reduce raw coal consumption by 220000 tons and carbon dioxide emission by 450000 tons every year, and the comprehensive benefits are very significant.
Pumped storage is the most mature technology, the best economy and the most large-scale development conditions. Strengthening the construction of pumped storage power stations has been written into this year’s government work report. The construction of pumped storage power stations will continue to speed up this year, and there are more and more participants in the industrial chain. According to the logic of investment and construction of large-scale infrastructure projects, enterprises involved in design, construction and provision of important equipment often benefit first. It is suggested to pay attention to relevant companies.
