Topic: coal chemical industry
High oil prices are good for coal to fuel, and relevant equipment benefits from expanding production capacity. At present, we believe that under the high international oil price, the profitability of coal to fuel has improved significantly, which will usher in development opportunities. Coal to oil and coal quality utilization projects are expected to gradually move from planning to implementation, and equipment suppliers and engineering companies upstream of coal chemical industry may benefit.
Green economy and Finance
The Ministry of ecology and environment issued the key work of enterprise greenhouse gas emission report management in 2022.
Carbon emission trading: the national carbon price fell slightly, and the trading volume in Fujian was the highest.
Green energy index: showing a downward trend, outperforming the Shanghai and Shenzhen 300 index.
Carbon neutral theme Fund: withdraw more in the month, and the return rate is all negative in the year.
Traditional energy and environmental protection
Zhang Jianhua, director of the National Energy Administration: promote the in-depth development of the new strategy of energy security.
Coal stocks in Qinhuangdao port increased slightly.
Power investment and energy: the net profit from January to February increased by about 80.19% year-on-year.
Shaanxi Coal Industry Company Limited(601225) : in February, the coal sales volume was 140554 million tons, a year-on-year decrease of 28.2%.
Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) : the medium and long-term coal contract in 2022 has been signed.
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat month on month, the price of M6 monocrystalline silicon was flat month on month, the price of M6 battery was flat month on month, and the price of 440450w module increased by 0.9% month on month.
Longji invested in 30GW high efficiency single crystal battery project.
Jingke energy: Announcement on voluntary disclosure and signing of investment cooperation agreement for 30GW single crystal pull rod project.
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 power plants. 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 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.
