Industry dynamics
The national energy administration and the national development and Reform Commission jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035). The plan puts forward the objectives of each stage of the development of hydrogen energy industry: basically master the core technology and manufacturing process by 2025. By 2035, a diversified application ecology of hydrogen energy will be formed.
Company announcement
Shenyang Jinshan Energy Co.Ltd(600396) ( Shenyang Jinshan Energy Co.Ltd(600396) ): the company achieved an operating revenue of 6.574 billion yuan in 2021, a year-on-year decrease of 9.77%; The net profit loss attributable to shareholders of listed companies was 1.92 billion yuan, a year-on-year decrease of 2.002 billion yuan.
Risk warning: the epidemic situation fluctuates beyond expectations, the price of raw materials fluctuates sharply, and the project construction is less than expected.
Sichuan caizhou viewpoint
The installed capacity of offshore wind power increased strongly. The Global Wind Energy Council recently released the global wind energy report 2022. The data show that nearly 93.6gw of new grid connected installed capacity will be added to the global wind power industry in 2021; The cumulative installed capacity reached 837gw, an increase of 12% over the previous year. In 2021, the world’s offshore wind power increased by 21.1gw, more than three times that of 2022. Among them, China’s offshore wind power increment accounted for 80% of the world, realizing rapid growth. Under the 14th five year plan, offshore wind power has a strong development momentum, and the related offshore wind power large base projects are expected to be promoted. At present, the cost of offshore wind power is relatively high. With the continuous progress of wind power technology, the average power generation cost of offshore wind power is expected to further decline, and the selection of high-quality wind power equipment enterprises is expected to obtain considerable returns.
The top-level design in the field of energy science and technology was introduced. 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 plan puts forward the overall goal of energy science and technology innovation during the 14th Five Year Plan period, and puts forward relevant specific goals in leading the construction of new power system with gradually increasing proportion of new energy, supporting the active and orderly development of nuclear power on the premise of ensuring safety, promoting the clean, low-carbon and efficient development and utilization of fossil energy, and promoting the digital and intelligent upgrading of energy industry. We believe that the breakthrough of renewable energy power generation technologies such as hydropower, wind power and photovoltaic will help to improve the efficient recovery and reuse of high-value metal parts in photovoltaic modules and further reduce the module cost. The comprehensive utilization of renewable energy power generation technology will support the high-quality development of green energy industry. The continuous breakthroughs in power grid and energy storage technology will provide guarantee for large-scale and high-proportion access of new energy and promote the construction of new power system. We continue to be optimistic about new energy enterprises that continue to innovate in the field of technology.
Market performance in one week
This week, the power industry index fell 0.46%, the Shanghai index fell 94% and the Shenzhen Component Index fell 2.20%. Among the sub sectors, the thermal power index fell 1.71%, the hydropower index rose 4.02%, the photovoltaic power index fell 6.42% and the wind power index fell 2.56%.
