Index
On March 28, 2022, the Shanghai Composite Index closed at 321450 points, up 0.07%; The Shenzhen composite index closed at 1194994 points, down – 1.02%; Photovoltaic index closed at 428293 points, down – 0.99%. The wind power index closed at 261611 points, down – 0.60%. Among them, the top three companies in the photovoltaic industry are: Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Tangshan Sunfar Silicon Industry Co.Ltd(603938) , 6.92%), Jilin Electric Power Co.Ltd(000875) ( Jilin Electric Power Co.Ltd(000875) , 5.27%), Tongwei Co.Ltd(600438) ( Tongwei Co.Ltd(600438) , 4.63%). The top three companies in the wind power industry are: Spic Dongfang Energy Corporation(000958) ( Spic Dongfang Energy Corporation(000958) , 10.06%), Ning Xia Yin Xing Energy Co.Ltd(000862) ( Ning Xia Yin Xing Energy Co.Ltd(000862) , 3.04%), Zhuzhou Times New Material Technology Co.Ltd(600458) ( Zhuzhou Times New Material Technology Co.Ltd(600458) , 1.33%).
Comments
On March 27, Zou Dazhong, chairman of China Southern Power Grid Electric Vehicle Service Co., Ltd., pointed out at the “new transportation energy infrastructure coordinated development forum” of the electric vehicle hundred people’s meeting forum that during the “14th five year plan” period, China Southern Power Grid plans to invest 10 billion and build 140000 charging piles. By 2023, China Southern Power Grid will realize the full coverage of township charging facilities in the South power grid region and help the worry free green development of new energy vehicles. Around the direction of the whole life cycle of users, establish a service network linking the whole scene, lead the implementation of scientific and technological innovation achievements by deepening the demand of the scene, and realize cost reduction, efficiency increase and emission control. We believe that with the gradual increase of the penetration rate of new energy vehicles, the pain point of inconvenient charging is becoming more and more prominent. In order to solve this problem and meet the needs of Shanxi Guoxin Energy Corporation Limited(600617) transformation, the construction of charging facilities is imperative. This time, China Southern Power Grid proposed to invest 10 billion yuan in the construction of charging pile, which will effectively boost the demand for upstream charging pile equipment, and is optimistic about the future performance growth of charging pile equipment manufacturers. It is suggested to pay attention to the leading enterprises with strong technical capacity and high production efficiency.
Industry dynamics
Recently, the first phase of Qiyang County distributed photovoltaic project of Yongzhou company of national energy group was successfully connected to the grid for power generation. The project is located in the high tech Zone of Qiyang City, Hunan Province. It is divided into two areas: Qiyang science and innovation industrial complex and Qiyang electronic information industrial park. The total available roof area is 82000 square meters. A total of 12080 monocrystalline silicon 550 peak watt components are installed, with a total capacity of 6.6 MW. The project adopts the mode of “self use and surplus power on the Internet”. The total power generation in 25 years is about 154522100 kwh, and the annual average power generation is 6180900 kwh. (Polaris power grid)
Company dynamics
Xinjiang Goldwind Science And Technology Co.Ltd(002202) ( Xinjiang Goldwind Science And Technology Co.Ltd(002202) ): the company issued its annual report for 2021. During the reporting period, the company achieved an operating revenue of 50.571 billion yuan, a year-on-year decrease of 10.12%, a net profit of 3.491 billion yuan, a net profit attributable to shareholders of listed companies of 3.457 billion yuan and EPS of about 0.79 yuan per share. During the reporting period, the company’s external sales unit capacity was 1068322mw, of which the sales capacity of gw6s / 8s unit and gw3s / 4S unit increased significantly, with a year-on-year increase of 305.01% and 210.27% respectively. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
