Green economy and Finance
The national energy administration and the Ministry of science and Technology issued the plan for scientific and technological innovation in the energy field during the 14th five year plan
The National Energy Administration issued the guidance on energy work in 2022
NDRC and one other departments urged one belt, one road, green development.
The national development and Reform Commission and the National Energy Administration deployed to speed up the construction of pumped storage projects in the 14th five year plan
Carbon emission trading: the national carbon price rose and the trading volume fell
Green energy index: it rose this week and still outperformed the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general rise during the week
Traditional energy and environmental protection
China Coal Industry Association issued the 2021 annual report on the development of coal industry
Huaibei Mining Holdings Co.Ltd(600985) : net profit in the first quarter increased by 35%
Anhui Hengyuan Coal Industry And Electricity Power Co.Ltd(600971) : it is estimated that the attributable net profit from January to March 2022 will be about 382 million yuan, an increase of about 50.16% over the previous year
China Three Gorges Renewables (Group) Co.Ltd(600905) : 2022q1 photovoltaic power generation 2.963 billion kwh, with a year-on-year increase of 44.18%
New energy and power equipment
The weekly average price of polycrystalline silicon compact increased by 0.8% month on month, the price of M6 monocrystalline silicon increased by 1.8% month on month, the price of M6 cell was flat month on month, and the price of 440450w module was flat month on month
Shandong Province issued offshore wind power subsidy policy
Tongwei Co.Ltd(600438) : invest in the construction of 32gw / a high-efficiency crystalline silicon battery project
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: recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to 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
