Index
On April 6, 2022, the Shanghai Composite Index closed at 328343 points, up 0.02%; The Shenzhen composite index closed at 1217291 points, down 0.45%; Photovoltaic index closed at 414349 points, down 1.62%. The wind power index closed at 256831 points, down 0.60%. Among them, the top three companies in the photovoltaic industry are: Shouhang High-Tech Energy Co.Ltd(002665) ( Shouhang High-Tech Energy Co.Ltd(002665) , 6.91%), Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ( Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , 4.61%), Henan Ancai Hi-Tech Co.Ltd(600207) ( Henan Ancai Hi-Tech Co.Ltd(600207) , 1.66%). The top three companies in the wind power industry are: Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 6.23%), Gepic Energy Development Co.Ltd(000791) ( Gepic Energy Development Co.Ltd(000791) , 3.38%), China Three Gorges Renewables (Group) Co.Ltd(600905) ( China Three Gorges Renewables (Group) Co.Ltd(600905) , 2.12%).
Comments
On April 2, the Ministry of science and technology of the National Energy Administration issued a notice on printing and distributing the “14th five year plan” for scientific and technological innovation in the energy field. The notice pointed out that the construction of a new power system leading to the gradual increase of the proportion of new energy. Comprehensive breakthroughs have been made in key technologies and equipment such as advanced renewable energy power generation and comprehensive utilization, a new generation of power grid adapted to the friendly grid connection of large-scale and high proportion of renewable energy, new high-capacity energy storage, hydrogen energy and fuel cells, so as to further improve the ability of power system to optimize the allocation of resources and improve the guarantee ability of renewable energy supply. Research and develop more efficient, economical and reliable advanced power generation and comprehensive utilization technologies of renewable energy such as hydropower, wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy and marine energy, so as to support the high-quality development and utilization of renewable energy industry. In terms of wind power, it is proposed to tackle key technical problems in the development of offshore wind power in far-reaching sea areas and super large offshore wind turbine technology, and carry out the research and development of recovery and reuse technology of retired wind turbine units for the garbage problem of wind turbine blades. We believe that the scientific and technological innovation plan will bring benefits to new energy enterprises with strong technological reserves. With the gradual promotion of China’s wind power photovoltaic construction, relevant technology research and development has also entered a new stage. Enterprises that have invested in cutting-edge technologies are expected to occupy an advantage in the new round of market competition.
Industry dynamics
Recently, the 14th five year plan for national economic and social development of Jiangxi Province and the outline of long-term goals for 2035 were released, which mentioned the new energy industry. Adhere to diversified complementarity, rational layout and orderly development, and develop photovoltaic, lithium battery and other new energy industries. Accelerate the industrialization of new generation Cecep Solar Energy Co.Ltd(000591) batteries and new lithium-ion power batteries, promote the application of “photovoltaic +” and improve the efficiency of photovoltaic conversion, vigorously develop the key materials of lithium batteries, cultivate a number of world-class enterprises, build an important base of Shanxi Guoxin Energy Corporation Limited(600617) industry and build a world-class new energy industry cluster. (Polaris power grid)
Company dynamics
Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) ): the company issued a performance forecast for the first quarter. During the reporting period, the company realized a net profit of 60-78 million yuan attributable to shareholders of listed companies, with a year-on-year increase of 120% – 186%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 25-43 million yuan, with a year-on-year increase of 267% – 531%. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
