With the proposal of the “double carbon” target in 2020 and the soaring prices of fossil energy such as crude oil and natural gas, the clean energy industry has ushered in an investment boom, and listed companies have shown unprecedented investment enthusiasm for clean energy projects.
Xinjiang Goldwind Science And Technology Co.Ltd(002202) proposed 18.8 billion yuan
invested in Wenzhou offshore wind power industry base and other projects
On April 13, Xinjiang Goldwind Science And Technology Co.Ltd(002202) announced that the company had established a strategic partnership with Wenzhou municipal government and signed the strategic cooperation framework agreement. The company signed the project investment agreement with the Management Committee of Wenzhou oujiangkou industrial agglomeration zone on matters related to the landing of Xinjiang Goldwind Science And Technology Co.Ltd(002202) Wenzhou far-reaching offshore wind power zero carbon headquarters base and other projects in oujiangkou, and signed the project investment cooperation agreement with Wenzhou Dongtou district government on matters related to building an internationally leading far-reaching offshore equipment manufacturing and service industrial cluster. According to the above agreement, the total investment of the company and other enterprises is about 18.8 billion yuan.
Xinjiang Goldwind Science And Technology Co.Ltd(002202) full name ” Xinjiang Goldwind Science And Technology Co.Ltd(002202) ” is the first enterprise in China to enter the field of wind power equipment manufacturing, with three main businesses: wind turbine R & D, production and manufacturing, wind power service and wind farm investment and development.
As of the closing on April 13, Xinjiang Goldwind Science And Technology Co.Ltd(002202) shares fell 1.58% to 12.43 yuan / share, with a total market value of 52.52 billion yuan.
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) and China Electric Power Corporation
invested 20.8 billion yuan to build photovoltaic cells and other projects
Coincidentally, Suzhou New Sea Union Telecom Technology Co.Ltd(002089) also announced on the same day that on April 12, 2022, the company signed the investment framework agreement of “manufacturing + power generation” integration project of China energy construction Hangjinqi new energy with Hangjinqi people’s government and China Power Engineering Consulting Group North China Electric Power Design Institute Co., Ltd. on the development of photovoltaic new energy project, The company and China Power Engineering Consulting Group North China Electric Power Design Institute Co., Ltd. plan to invest in the construction of 1GW photovoltaic cell + 1GW photovoltaic module manufacturing and 2gw wind power + 1GW photovoltaic power generation and supporting energy storage projects in Hangjinqi. The total investment of the project is expected to be about 20.8 billion yuan, and the construction will be completed within five years.
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) full name is ” Suzhou New Sea Union Telecom Technology Co.Ltd(002089) “. Its main business is the R & D, production and sales of communication products, software and services, and the R & D, production and sales of LED products.
As of the closing on April 13, Suzhou New Sea Union Telecom Technology Co.Ltd(002089) rose by the limit, and the share price was reported at 2.63 yuan / share, with a total market value of 3.615 billion yuan. The share price of this stock increased by nearly 10% during the year.
clean energy related policies are intensively introduced
Recently, policies related to clean energy have been intensively introduced.
On April 2, 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 (hereinafter referred to as the 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.
On April 1, Shandong issued the second batch of policy list, focusing on key areas such as offshore wind power, offshore photovoltaic and hydrogen energy. It proposed that the provincial finance should give subsidies of 800 yuan, 500 yuan and 300 yuan per kilowatt for the offshore wind power projects completed and connected to the grid in the 14th five year plan from 2022 to 2024, and the subsidy scale should not exceed 2 million kilowatts, 3.4 million kilowatts and 1.6 million kilowatts respectively.
On March 29, the National Energy Administration issued the guidance on energy work in 2022, proposing to increase the proportion of non fossil energy in total energy consumption to about 17.3%, and the proportion of wind power and photovoltaic power generation to about 12.2%.
On March 16, Hebei Provincial Energy Bureau issued the guiding code for the construction of roof distributed photovoltaic (Trial), which proposed that the roof distributed photovoltaic project should be developed and constructed gradually in the way of “photovoltaic + energy storage”. With the continuous expansion of distributed installed capacity, some regions began to encourage or require distributed distribution and storage. Hebei, Shandong, Henan and other places successively issued relevant documents and put forward the construction scheme of “distributed photovoltaic + energy storage”.
many listed companies layout clean energy
Favorable policies have ignited the enthusiasm of the capital market for pursuing the new energy sector. Since this year, a number of listed companies have announced the layout of clean energy projects, some of which are expanding production of original projects, while others are cross cutting investments.
On January 14, Yunnan Energy Investment Co.Ltd(002053) announced that the company and the people’s Government of Huaning County, Yunnan Province will jointly develop the photovoltaic project with a planned installed capacity of 70000kw. After completing the layout of the wind power field, Yunnan Energy Investment Co.Ltd(002053) once again expanded the new energy track and announced to enter the field of photovoltaic power generation.
On February 16, Haili wind power announced that the company signed the project construction agreement with the Management Committee of Jiangsu Rudong coastal economic development zone to invest in the construction of high-end wind power equipment manufacturing project. The total investment of the project is about 1 billion yuan, of which the investment in fixed assets is no less than 400 million yuan. The construction period of the project is 24 months.
Cinda Securities believes that offshore wind power planning and support policies have been issued in various coastal areas across the country. At the same time, with the gradual reduction of offshore wind turbine prices and construction costs, China’s offshore wind power is expected to usher in explosive development during the 14th Five Year Plan period. As an important part of the offshore wind industry chain, submarine cable has large market space, strong development certainty, high industrial barriers, obvious first mover advantages and stable competition pattern, Pay attention to the investment opportunities of leading enterprises.
Chuancai Securities believes 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. Continue to be optimistic about new energy enterprises that continue to innovate in the field of technology.
