The National Energy Administration issued the guidance on energy work in 2022, and more than 30 oversold wind power and photovoltaic concept stocks were increased by going north.
the situation in Russia and Ukraine eased and commodities plunged
Russia Ukraine negotiations showed positive signals, the regional situation eased, the global stock market rose collectively, and commodities plunged for a time.
According to China Central Television, Russia and Ukraine held a new round of face-to-face negotiations at the dormabach palace in Istanbul, Turkey, on the 29th. After the meeting, Turkish Foreign Minister chavusholu said that the negotiations on the 29th had made the most progress so far, and the two sides had reached agreement on some topics. The head of the Russian delegation said that the negotiations on Tuesday were quite constructive; Russia has received the Ukrainian proposal on maintaining neutrality and nuclear free status; Ukraine has given up joining any military alliance.
Affected by the positive progress of the negotiations between Russia and Ukraine, the market’s concern about the geopolitical situation has cooled significantly. Safe haven assets once plunged, WTI crude oil, oil distribution and gold fell sharply, and gold futures once fell below the $1900 / ounce mark. U.S. wheat and corn futures both fell by the intraday limit. International metal futures also plunged. LME aluminum fell more than 5% and LME nickel closed down more than 3%.
Global stock markets rose. As of the close, major European stock indexes collectively closed higher, with Germany’s DAX30 index rising 2.8%, Britain’s FTSE 100 index rising 0.84%, France’s CAC40 index rising 3.08% and Europe’s Stoxx 50 index rising 3%.
The three major US stock indexes closed up for two consecutive days, with S & P hitting a two month high for four consecutive days . As of the closing, the NASDAQ closed up 1.84%, the highest since January 14; S & P closed up 1.23% and the Dow closed up 0.97%, the highest since February 9.
As of the close, Apple Rose 1.91% and its share price recorded 11 consecutive rises. This is a rare feat in Apple’s 41 year listing history, and it also erased all the declines since the beginning of the year. Its market value increased by nearly $430 billion, exceeding the total market value of Wal Mart.
FTSE China A50 Index also rose, up 0.61% as of press time.
wind power and photovoltaic welcomed the good, and the over falling blue chip stocks were released
The National Energy Administration issued the guiding opinions on energy work in 2022. The opinions put forward that the total national energy production reached about 4.41 billion tons of standard coal, about 200 million tons of crude oil and about 214 billion cubic meters of natural gas. We will ensure an adequate supply of electricity, with an installed capacity of about 2.6 billion kilowatts and a power generation capacity of about 9.07 trillion kwh. We will increase the peak power generation capacity by more than 80 million kilowatts, and the transmission capacity of the “west to East power transmission” will reach about 290 million kilowatts. The proportion of coal consumption decreased steadily, the proportion of non fossil energy in the total energy consumption increased to about 17.3%, and the proportion of wind power and photovoltaic power generation in the power consumption of the whole society reached about 12.2%.
The opinion also mentioned that we should vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation.
According to the statistics of securities times · databao, photovoltaic and wind power, as the hottest branches of the new energy track, the upstream and downstream companies have benefited significantly, giving birth to many bull stocks such as Tongwei Co.Ltd(600438) , Sungrow Power Supply Co.Ltd(300274) , Ja Solar Technology Co.Ltd(002459) and so on, but the performance of these two sectors has been unsatisfactory since this year. Since March, the overall decline of wind power and photovoltaic sectors has exceeded the decline of the market. In terms of individual stocks, among the more than 110 concept stocks of wind power and photovoltaic, only 14 have recorded positive gains and losses since March, Tangshan Sunfar Silicon Industry Co.Ltd(603938) , Shanxi Coal International Energy Group Co.Ltd(600546) , Spic Dongfang Energy Corporation(000958) , with gains of more than 10%.
Titan Wind Energy (Suzhou) Co.Ltd(002531) shares have fallen by 35.3% since March, the largest decline. However, while the stock price was down, northbound capital continued to be optimistic about Titan Wind Energy (Suzhou) Co.Ltd(002531) . In the trading days since March 9, there was only a small net outflow on the 23rd, and northbound capital continued to increase its position on the other trading days, with a cumulative net purchase amount of 654 million yuan in the month.
At present, 85 concept stocks have issued annual reports or performance forecasts. The share prices of 27 stocks have retreated by more than 40% compared with the high of last year. The share prices of Levima Advanced Materials Corporation(003022) , Wuxi Dk Electronic Materials Co.Ltd(300842) , Wuxi Shangji Automation Co.Ltd(603185) , Hnac Technology Co.Ltd(300490) have fallen by more than 60% compared with the high of last year, and the rolling P / E ratio of many stocks is less than 30 times.
In terms of capital, since March, more than 30 oversold wind power and photovoltaic concept stocks have been increased by northbound capital, and the cumulative net purchase of Sungrow Power Supply Co.Ltd(300274) northbound capital ranks first, reaching 3.189 billion yuan Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) ‘s cumulative net purchases of northbound funds exceeded 1 billion yuan.
At present, five concept stocks have released performance forecasts for the first quarter of this year The forecast type of Crown Advanced Material Co.Ltd(688560) is uncertain, and the performance forecast types of Tongwei Co.Ltd(600438) , Kbc Corporation Ltd(688598) , Tbea Co.Ltd(600089) , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) ‘s first quarter net profit increased the most. The company expects to realize the net profit attributable to the parent company of 175210 million yuan in the first quarter of 2022, with a year-on-year increase of 629.57% to 775.65%. During the reporting period, the power generation of the company’s hydropower projects increased compared with the same period of last year. The new wind power projects were put into operation for power generation and the acquisition of hydropower project assets generated income, and the performance increased compared with the same period of last year. In addition, Tongwei Co.Ltd(600438) and Kbc Corporation Ltd(688598) doubled their first quarter results year-on-year.
