Index
On March 22, 2022, the Shanghai Composite Index closed at 325986 points, up 0.19%; Shenzhen composite index closed at 1231878 points, down – 0.49%; Photovoltaic index closed at 447573 points, down – 1.70%. The wind power index closed at 268576 points, down – 1.74%. Among them, the top three companies in the photovoltaic industry are: Henan Ancai Hi-Tech Co.Ltd(600207) ( Henan Ancai Hi-Tech Co.Ltd(600207) , 5.02%), Jilin Electric Power Co.Ltd(000875) ( Jilin Electric Power Co.Ltd(000875) , 4.57%), Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Tangshan Sunfar Silicon Industry Co.Ltd(603938) , 4.03%). The top three companies in the wind power industry are: Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 0.76%), Fujian Funeng Co.Ltd(600483) ( Fujian Funeng Co.Ltd(600483) , 0.45%), Zhongmin Energy Co.Ltd(600163) ( Zhongmin Energy Co.Ltd(600163) , 0.41%).
Comments
Recently, the Fujian Provincial Development and Reform Commission and other four units jointly issued the implementation plan for Fujian Province to implement the requirements of carbon peak carbon neutralization goal and promote the green and high-quality development of new infrastructure such as data center and 5g, which mentioned that: make full use of green energy. Make full use of Cecep Solar Energy Co.Ltd(000591) , wind power and other green resources, guide the construction of new data centers to new energy power generation side, support qualified data centers to carry out bilateral transactions of new energy power and absorb green energy. Promote the application of new technologies such as energy storage and hydrogen energy, and strengthen the supply guarantee of renewable energy to the data center. Encourage the use of reclaimed and reclaimed water and promote the recycling of water resources. Support the self built roof distributed photovoltaic power generation supporting system of data center and 5g base station, support the large-scale promotion and application of modular hydrogen battery and Cecep Solar Energy Co.Ltd(000591) board room in small or edge data centers, and explore the use of lithium battery as diversified energy storage and standby power supply devices of data center and 5g base station. We believe that with the release of the 14th five year plan for energy storage, the planning of supporting energy storage of green energy in various provinces and cities will gradually increase. The encouragement to the application of distributed photovoltaic and supporting energy storage technology in the scheme of Fujian Province will boost the scene of electrochemical energy storage city. It is suggested to pay attention to high-quality electrochemical energy storage enterprises. Related objects: Eve Energy Co.Ltd(300014) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) .
Industry dynamics
On March 21, the National Energy Administration released the statistical data of the national power industry from January to February. By the end of February, China’s installed power generation capacity was about 2.39 billion kw, a year-on-year increase of 7.8%. Among them, the installed capacity of wind power was about 330 million KW, a year-on-year increase of 17.5% Cecep Solar Energy Co.Ltd(000591) installed power generation capacity was about 320 million KW, an increase of 22.7% year-on-year. (Polaris power grid)
Company dynamics
Ning Xia Yin Xing Energy Co.Ltd(000862) ( Ning Xia Yin Xing Energy Co.Ltd(000862) ): the company released its annual report for 2021. Last year, the company achieved an operating revenue of 1.359 billion yuan, a deduction of non net profit of 88 million yuan attributable to shareholders of listed companies and an EPS of 0.05 billion yuan 13 yuan / share. Last year, the company’s installed capacity of new energy power generation was 1.4668 million KW, including 1.4068 million kw of wind power and 1.2083 million kw of Ningxia. In 2021, the company completed 1.932 billion kwh of power generation and 1.851 billion kwh of on grid power. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
