Index
On March 29, 2022, the Shanghai Composite Index closed at 320394 points, down – 0.33%; Shenzhen composite index closed at 1189508 points, down – 0.46%; The PV index fell by – 421.04 points to close at – 421.04%. The wind power index closed at 257629 points, down – 1.52%. 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) , 10.02%), Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Tangshan Sunfar Silicon Industry Co.Ltd(603938) , 6.12%), Shanxi Coal International Energy Group Co.Ltd(600546) ( Shanxi Coal International Energy Group Co.Ltd(600546) , 4.04%). The top three companies in the wind power industry are: Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) , 1.93%), Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) ( Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) , 0.81%), Jiangsu New Energy Development Co.Ltd(603693) ( Jiangsu New Energy Development Co.Ltd(603693) , 0.63%).
Comments
The National Energy Administration issued the guiding opinions on energy work in 2022. The opinions pointed out that we should steadily promote the structural transformation in 2022, steadily reduce the proportion of coal consumption, increase the proportion of non fossil energy in the total energy consumption to about 17.3%, replace about 180 billion kwh of new electric energy, and the proportion of wind power and photovoltaic power generation in the power consumption of the whole society should reach about 12.2%. 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. We believe that under the market conditions with downward pressure on the economy, increasing green energy investment can effectively ensure steady and healthy economic growth. With the continuous introduction of favorable policies, it is suggested to pay attention to listed companies related to wind power and photovoltaic.
Industry dynamics
On March 28, Changshou enliji energy storage station, located in Yanjia Industrial Park, Changshou District, the largest megawatt customer side electrochemical energy storage station in Southwest China, was officially put into operation. The scale of the project is 5 MW / 10 MWh, covering an area of about 500 square meters. 72 prefabricated compartments are newly built, including battery, inverter rectifier integrated compartment, confluence switch compartment, fire compartment, etc. The energy storage station has 6 energy storage arrays, 60 energy storage cabinets and 26880 energy storage cells with a monomer capacity of 120 ah. The system can realize more than 6000 charge discharge cycles. It can simultaneously meet the 1-hour reliable power consumption of more than 3500 households. (Polaris power grid)
Company dynamics
Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) ( Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) ): the company released the performance forecast for the first quarter of 2022. The company expects the net profit attributable to the owners of the parent company to be 174.8 million yuan to 209.8 million yuan in the first quarter of 2022, an increase of 1508406 million yuan to 1858406 million yuan compared with the same period of last year, an increase of 629.57% to 775.65% year-on-year. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
