Index
On March 23, 2022, the Shanghai Composite Index closed at 327103 points, up 0.34%; Shenzhen composite index closed at 1240865 points, up 0.73%; Photovoltaic index closed at 454718 points, up 1.60%. The wind power index closed at 277438 points, up 3.30%. Among them, the top three companies in the photovoltaic industry are: Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) ( Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) , 10.01%), Jiangsu Zhongli Group Co.Ltd(002309) ( Jiangsu Zhongli Group Co.Ltd(002309) , 9.97%), Shouhang High-Tech Energy Co.Ltd(002665) ( Shouhang High-Tech Energy Co.Ltd(002665) , 9.89%). The top three companies in the wind power industry are: Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) ( Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) , 10.04%), Dajin Heavy Industry Co.Ltd(002487) ( Dajin Heavy Industry Co.Ltd(002487) , 9.99%), Qingdao Tianneng Heavy Industries Co.Ltd(300569) ( Qingdao Tianneng Heavy Industries Co.Ltd(300569) , 7.67%).
Comments
Recently, the medium and long term plan for the development of hydrogen energy industry (20212035) was released. The document proposes to carry out hydrogen production demonstration of renewable energy in areas rich in wind, solar and hydropower resources, gradually expand the demonstration scale, and explore seasonal energy storage and power grid peak shaving. Give play to the advantages of long hydrogen energy regulation cycle and large energy storage capacity, carry out the demonstration of hydrogen energy storage in renewable energy consumption, power grid peak shaving and other application scenarios, explore and cultivate a new integrated application mode of “wind power generation + hydrogen energy storage”, and gradually form a power system energy storage system with the integration of pumped storage, electrochemical energy storage, hydrogen energy storage and other energy storage technologies. Explore the potential for collaborative optimization of hydrogen energy across energy networks and promote the interconnection of heterogeneous energy sources such as electric energy, thermal energy and fuel. According to the existing energy infrastructure conditions and economic affordability of various regions, hydrogen fuel cell distributed cogeneration facilities shall be arranged according to local conditions, and hydrogen energy comprehensive utilization demonstration shall be carried out in communities, parks, mining areas, ports and other areas. Relying on the construction of infrastructure projects such as communication base stations, data centers, railway communication stations and power grid substations, promote the market application of hydrogen fuel cells in the field of standby power supply. It is suggested to pay attention to the industrial opportunities brought by the construction of hydrogen production industry by new energy power operation enterprises, as well as the manufacturing enterprises engaged in the research and development of hydrogen fuel cell technology.
Industry dynamics
On March 19, shangtamaxi hydropower station, the largest hydropower station known as Nepal’s “Three Gorges Project”, built by Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) contractor, was fully put into operation. The total installed capacity of Shangta Maxi hydropower station is 456 MW, and 6 water turbine generator units are designed to be installed. It mainly generates power through 8km diversion tunnel and 822m drop. The maximum effective storage capacity is 2.2 million cubic meters and the maximum storage height is 17 meters. On July 5, 2021, the first unit of the project will be connected to the grid for power generation. (Polaris power grid)
Company dynamics
Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) ( Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) ): the company announced a suggestive announcement on the reduction of more than 5% of shareholders by more than 1%. Mr. Hu Zhen plans to reduce the total shares of the company by block trading from September 30, 2021 to March 30, 2022, accounting for no more than 5025256 shares, accounting for 4% of the total shares of the company. At present, 2.5 million shares have been reduced. As of the disclosure date of this announcement, Mr. Hu Zhen has terminated the share reduction plan in advance. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
