Green economy and Finance
The national development and Reform Commission promotes the construction of major projects of modern energy system
Five departments require to further strengthen the safety system of new energy vehicle enterprises
The office of the leading group for carbon neutralization of carbon peak calls for combating the falsification of carbon emission data
The central bank requires orderly promotion of green finance and transitional finance
Carbon emission trading: the national carbon price rose, and the trading volume fell due to the impact of the Qingming holiday
Green energy index: it fell this week and still outperformed the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: general decline during the week
Traditional energy and environmental protection
Six ministries and commissions: promote the coupling demonstration of refining and chemical industry, coal chemical industry, green electricity, green hydrogen and other industries
Clean and efficient utilization of coal to a new level
Guizhou Panjiang Refined Coal Co.Ltd(600395) : coal sales revenue in the first quarter increased by 66.42% year-on-year
Shaanxi Coal Industry Company Limited(601225) first quarter net profit increased by 51% – 78%
Cgn Power Co.Ltd(003816) : in the first quarter, the total power generation of nuclear power units under operation management increased by 1.25% year-on-year
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat month on month, the price of M6 monocrystalline silicon was flat month on month, the price of M6 battery was flat month on month, and the price of 440450w module was flat month on month.
Shanghai Municipal Development and Reform Commission announced the competitive allocation results of Jinshan offshore wind farm phase I Project
Longi Green Energy Technology Co.Ltd(601012) : Announcement on the progress of the company’s investment in Yunnan Province
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 components, silicon wafer consumables (diamond wire and thermal field) and other relatively good links, 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.
