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On April 6, the Shanghai stock index rose 0.02%, the Shanghai and Shenzhen 300 fell 0.29%, the gem composite fell 0.60%, and the China Securities 1000 fell 0.12%. Among the 11 primary industry categories of wind11, the indexes of telecommunications services, industry and information technology increased or decreased by 0.39%, – 0.13% and – 1.47% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are energy equipment and services, media III and information technology services, with increases and decreases of 2.32%, 0.95% and 0.85% respectively; The last three sectors were semiconductor products and semiconductor equipment, aerospace and national defense III and electrical equipment, with increases and decreases of – 3.44%, – 1.78% and – 1.55% respectively.
In the energy equipment and service sector, there was no stock limit or stock limit today. The top three stocks are Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , Renzhi shares and Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , with increases and decreases of 7.04%, 6.76% and 6.12% respectively; The top three stocks are Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) , Nanjing Develop Advanced Manufacturing Co.Ltd(688377) and Bode Energy Equipment Co.Ltd(300023) , with gains and losses of – 2.79%, – 1.97% and – 0.76% respectively.
In the media III sector, two stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Chengdu B-Ray Media Co.Ltd(600880) , Inly Media Co.Ltd(603598) and Three’S Company Media Group Co.Ltd(605168) , with increases and decreases of 10.05%, 9.98% and 7.33% respectively; The top three stocks are Jiangsu Zitian Media Technology Co.Ltd(300280) , China United Travel Co.Ltd(600358) and Shunya International Martech (Beijing) Co.Ltd(300612) , with gains and losses of – 5.06%, – 5.02% and – 3.58% respectively.
In the information technology service sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Yunnan Nantian Electronics Information Co.Ltd(000948) , Jiahe Meikang and Qiming Information Technology Co.Ltd(002232) , with increases and decreases of 9.98%, 6.62% and 6.01% respectively; The top three stocks are Sinodata Co.Ltd(002657) , Shanghai Yanhua Smartech Group Co.Ltd(002178) Shenzhen Hekeda Precision Cleaning Equipment Co.Ltd(002816) automatic control, with gains and losses of – 6.13%, – 3.75% and – 13.18% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. The top three stocks are Shenzhen Changfang Group Co.Ltd(300301) , Shenzhen Baoming Technology Co.Ltd(002992) and Guangdong Fuxin Technology Co.Ltd(688662) , with increases and decreases of 4.18%, 3.94% and 3.93% respectively; The top three stocks are 3Peak Incorporated(688536) , Zhenlei technology, with gains and losses of – 11.85%, – 8.98% and – 8.92% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Huaxun Fangzhou Co.Ltd(000687) , Beijing Bdstar Navigation Co.Ltd(002151) and Tianjin Jieqiang Power Equipment Co.Ltd(300875) , with increases and decreases of 4.67%, – 2.80% and – 2.57% respectively; The top three stocks are Xi’An Triangle Defense Co.Ltd(300775) , Lihang technology and Avic Shenyang Aircraft Company Limited(600760) , with gains and losses of – 6.50%, – 6.17% and 5.56% respectively.
In the electrical equipment sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Shouhang High-Tech Energy Co.Ltd(002665) , Harbin Air Conditioning Co.Ltd(600202) and Changgao Electric Group Co.Ltd(002452) , with increases and decreases of 6.91%, 5.31% and 5.21% respectively; The top three stocks are Wankong Zhizao, Zhuzhou Crrc Times Electric Co.Ltd(688187) and Iray Technology Company Limited(688301) , with gains and losses of – 9.98%, – 7.18% and – 6.53% respectively.
Industry highlights
Major breakthrough in renewable energy storage! The new “hibernation battery” releases energy only when heated (Cailian)
In order to release the full potential of renewable energy, scientists are constantly exploring advanced battery technology and trying to solve the intermittent problems of Cecep Solar Energy Co.Ltd(000591) and wind power generation The Pacific Securities Co.Ltd(601099) a team at the Northwest National Laboratory (PNNL) proposed a new design that meets several important conditions in this field, demonstrating a “hibernating” battery that can store energy for months at a time. The core of this research is an energy storage technology called molten salt battery. This battery has existed in various forms for more than 50 years, and is considered a grid scale renewable energy storage solution due to its low cost and the use of common materials. It is reported that these devices use molten salt as electrolyte, which is a solution that carries charge between the two electrodes of the battery (cathode and anode). Keeping the electrolyte at a high temperature, the salt will be in a molten state and see it flow like a liquid, but it will become a solid at room temperature. The PNNL team has used these properties to produce a hibernation battery called temperature based.
It is understood that the device consists of aluminum anode and nickel cathode, which are immersed in molten salt electrolyte mixed with sulfur to increase additional capacity. The battery is charged by heating to 180 ° C, and ions generate chemical energy through liquid electrolyte. Cooling the battery to room temperature will solidify the electrolyte, freeze the ions and lock the energy until the battery is heated again to make the energy flow again. For this reason, scientists also call the device a “freeze-thaw battery”. Although the prototype is only the size of a hockey ball, they are optimistic about the potential to expand its scale. Its theoretical density is 260wh per kilogram, higher than today’s lead-acid batteries and liquid flow batteries. The material cost of its energy storage is about $23 per kWh. The team hopes to reduce the material cost to about $6 per kWh by adding iron to the design. In the test, the battery maintained 92% capacity within 12 weeks.
This research achievement has recently been published in the journal Cell reports physical science. It’s much like growing food in your garden in spring, putting excess food in a container in the fridge and thawing it out for dinner in winter, the researchers said. Eventually, scientists hope the technology will provide a seasonal form of energy storage that collects energy at one time of the year for another. And because the battery can remain idle while maintaining most of its stored energy, it only needs to be charged and discharged several times a year.
The deployment of the two departments to speed up the construction of pumped storage projects, and the demand for the industrial chain is expected to burst (Financial Associated Press)
Recently, the national development and Reform Commission and the National Energy Administration jointly issued a notice to speed up the development and construction of pumped storage projects during the 14th Five Year Plan period. The notice points out that in the area where large-scale wind power photovoltaic base is located, the planning and construction of pumped storage should be well connected and coordinated with the planning, project layout and transmission channel of large-scale wind power photovoltaic base, so as to promote power transmission. The development and reform commissions and energy bureaus of all provinces (autonomous regions and municipalities) are requested to speed up the approval of pumped storage projects in 2022 in accordance with the principle of doing everything they can to ensure the approval of a number of projects by the end of 2022, and do a good job in connection with the subsequent annual approval of the 14th five year plan, so as to promote the sound, rapid, large-scale and high-quality development of pumped storage.
Pumped storage is the most mature technology, the best economy and the most large-scale development conditions. Strengthening the construction of pumped storage power stations has been written into this year’s government work report. Xin Baoan, director of the State Grid, recently wrote in the people’s Daily that the installed capacity of pumped storage power stations in the company’s business area will be increased from 26.3 million kW to 100 million KW by 2030, which means that China’s Pumped Storage Investment and construction will double in the next few years. The agency pointed out that the investment in the unit installed capacity of pumped storage is expected to be 5951.4 yuan per kilowatt. According to the calculation, the new investment in pumped storage will be 175.6 billion yuan and 520.8 billion yuan by 2025 and 2030 respectively.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
