Index
On April 7, 2022, the Shanghai Composite Index closed at 323670 points, down 1.42%; The Shenzhen composite index closed at 1197202 points, down 1.65%; Photovoltaic index closed at 403814 points, down 2.54%. The wind power index closed at 248985 points, down 3.05%. 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) , 5.72%), Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ( Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , 3.10%), Shanxi Coal International Energy Group Co.Ltd(600546) ( Shanxi Coal International Energy Group Co.Ltd(600546) , 2.47%). The top three companies in the wind power industry are: Ning Xia Yin Xing Energy Co.Ltd(000862) ( Ning Xia Yin Xing Energy Co.Ltd(000862) , 1.28%), Ming Yang Smart Energy Group Limited(601615) ( Ming Yang Smart Energy Group Limited(601615) , - 1.15%), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) , - 1.20%).
Comments
On April 6, Ningbo Municipal Bureau of housing and urban rural development, Ningbo Municipal Development and Reform Commission, Ningbo Municipal Bureau of finance, Ningbo Energy Bureau and Ningbo municipal organ Affairs Administration issued several opinions on vigorously promoting the application of building roof distributed photovoltaic power generation system. It is mentioned that we should follow the basic principles of building as much as we can and building as much as we can. The government (including state-owned enterprises, the same below) must install photovoltaic power generation facilities on the roof of the building in accordance with the requirements of synchronous planning, synchronous design, synchronous construction and synchronous acceptance, so as to basically realize the full coverage of the integrated type of roof photovoltaic building. By the end of 2025, the installation of distributed photovoltaic power generation on building roofs will be promoted in an all-round way. More than 15% of building roofs will be equipped with distributed photovoltaic power generation systems, and more than 90% of new buildings will fully implement distributed photovoltaic power generation systems. The installed capacity of distributed photovoltaic in the construction field accounts for more than 60% of the cumulative photovoltaic grid connected capacity of the whole society. Since the Ministry of housing and urban rural development issued the roof photovoltaic target, various provinces and cities have adopted different policies to support the roof photovoltaic construction. It is suggested to continue to pay attention to the enterprises deeply cultivating distributed photovoltaic and related energy storage supporting facilities. The performance is expected to increase significantly under the policy boost.
Industry dynamics
Recently, the shortlisted results of photovoltaic module centralized procurement project of Zhengzhou airport Xinggang Energy Co., Ltd. were publicized, and a total of three enterprises Byd Company Limited(002594) , Jinmeng Xinneng and Yangzhou Jinghua were shortlisted. Judging from the bid winning price, the bid winning amount (including VAT) of Shangluo Byd Company Limited(002594) Industrial Co., Ltd. is 1.91 yuan / W; Xuchang Jinmeng New Energy Technology Co., Ltd., the bid winning amount (including VAT) is 1.83 yuan / W; Yangzhou Jinghua New Energy Technology Co., Ltd., the bid winning amount (including VAT) is 1.90 yuan / W. (Polaris power grid)
Company dynamics
Jiangsu New Energy Development Co.Ltd(603693) ( Jiangsu New Energy Development Co.Ltd(603693) ): the company issued the annual report for 2021. During the reporting period, the total operating revenue of the whole year was 1.857 billion yuan, with a year-on-year increase of 20.04% and 29.02%; The net profit attributable to the shareholders of the parent company was 307 million yuan, a year-on-year increase of 99.59%; EPS was 0.49 yuan / share, and the weighted average return on net assets was 6.37%, an increase of 3.04 percentage points over the same period of last year. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
