Green economy and Finance
The national development and Reform Commission and the Energy Bureau issued the modern energy system plan for the 14th five year plan
National Development and Reform Commission and Energy Administration issued medium and long-term plans for hydrogen energy development
Shanghai Stock Exchange and Beijing’s first green (carbon neutral) CMBS were successfully issued
National Development and Reform Commission: before the existing base of new energy vehicles reaches a reasonable scale, there will be no new capacity distribution
Carbon emission trading: the national carbon price rose and the trading volume rebounded
Green energy index: it fell this week and still outperformed the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general decline during the week
Traditional energy and environmental protection
Han Zheng: insist on proceeding from the reality of national conditions and promote the clean and efficient utilization of coal
China Coal Energy Company Limited(601898) : the net profit in 2021 increased by 124.8% year-on-year, and it is proposed to pay 3 yuan for 10 shares
Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) performance express: net profit in 2021 increased by 431.88% year on year
Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) : the rise of international oil price has a positive effect on the profitability of the company
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 was flat month on month
Announcement of Guangdong’s key offshore wind power project plan in 2022
Tongwei Co.Ltd(600438) : Announcement on signing major sales contracts
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: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to the links with relatively good pattern, such as silicon chip modules, consumables (diamond wire and thermal field), as well as the field of new battery technology; 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
