Index
On March 21, 2022, the Shanghai Composite Index closed at 325369 points, up 0.08%; Shenzhen composite index closed at 1237964 points, up 0.41%; Photovoltaic index closed at 455316 points, up 0.96%. The wind power index closed at 273330 points, down – 0.85%. Among them, the top three companies in the photovoltaic industry are: Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) , 7.91%), Wuxi Autowell Technology Co.Ltd(688516) ( Wuxi Autowell Technology Co.Ltd(688516) , 6.28%), Yingkou Jinchen Machinery Co.Ltd(603396) ( Yingkou Jinchen Machinery Co.Ltd(603396) , 5.28%). The top three companies in the wind power industry are: Changzhou Tiansheng New Materials Co.Ltd(300169) ( Changzhou Tiansheng New Materials Co.Ltd(300169) , 3.06%), Zhuzhou Times New Material Technology Co.Ltd(600458) ( Zhuzhou Times New Material Technology Co.Ltd(600458) , 2.25%), Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 2.06%).
Comments
On March 21, the national energy administration and the national development and Reform Commission jointly issued the implementation plan for the development of new energy storage in the 14th five year plan and its interpretation. The plan focuses on six directions, and one of the key tasks is to support the construction of new power system with large-scale development. The plan insists on optimizing the layout of new energy storage construction and promoting the integrated development of new energy storage and all links of the power system. On the power side, we will accelerate the construction of system friendly new energy power stations and support the export of a high proportion of renewable energy bases with new energy storage. On the power grid side, develop new energy storage according to local conditions, allocate energy storage at key nodes, improve the safe and stable operation level of the large power grid, delay and replace the investment in power transmission and transformation facilities in areas with tight resources in the station site corridor, enhance the power supply guarantee capacity in areas with weak power grid, and improve the system emergency guarantee capacity around important power users. On the user side, new energy storage is flexibly configured to support the construction of distributed energy supply system. We believe that the introduction of policies plays a strong supporting role in the development of energy storage sector, and the mention of user side energy storage plays a positive role in fragmented household energy storage. Optimistic about the performance growth of relevant electrochemical energy storage enterprises. Related objects: Contemporary Amperex Technology Co.Limited(300750) , Pylon Technologies Co.Ltd(688063) etc.
Industry dynamics
In February 2022, the power generation capacity of Merle offshore wind farm in Germany reached 160 million kwh, a record high in a single month since it was put into operation. The Mel offshore wind power project of Three Gorges International Europe company has achieved 2066 days of safe production, and has produced 6.97 billion kwh of clean power, of which 1.282 billion kwh will be generated in 2020, a new high since it was put into operation. (Polaris power grid)
Company dynamics
Ginlong Technologies Co.Ltd(300763) ( Ginlong Technologies Co.Ltd(300763) ): Mr. Wang Junshi and Ms. Lin Yibei, the actual controllers of Ginlong Technologies Co.Ltd(300763) plan to reduce the shares of the company through centralized bidding and block trading, and the planned reduction amount is no more than 14773700 shares (accounting for 5.97% of the total share capital of the company). Mr. Wang Junshi holds 20277648 shares of the company (accounting for 8.19% of the total share capital of the company). Mr. Wang Junshi holds 40% of the equity of Jucai caiju, and Jucai caiju holds 8.78% of the equity of the company. Ms. Lin Yibei holds 28968064 shares of the company (accounting for 11.70% of the total share capital of the company). （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
