Index
On April 12, 2022, the Shanghai Composite Index closed at 321333 points, up 1.46%; Shenzhen composite index closed at 1175638 points, up 2.05%; PV index closed at 381254 points, up 1.26%. The wind power index closed at 240559 points, up 0.53%. Among them, the top three companies in the photovoltaic industry are: Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , 5.06%), Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) ( Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) , 3.89%), Gcl System Integration Technology Co.Ltd(002506) ( Gcl System Integration Technology Co.Ltd(002506) , 3.72%). The top three companies in the wind power industry are: Dongfang Electric Corporation Limited(600875) ( Dongfang Electric Corporation Limited(600875) , 5.35%), Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 4.63%), Changzhou Tiansheng New Materials Co.Ltd(300169) ( Tongyu Heavy Industy Co.Ltd(300185) , 3.47%).
Comments
On April 10, the Hebei Development and Reform Commission issued the new energy storage development plan of Hebei Province during the 14th Five Year Plan period. The document proposed that the province should lay out and build a new energy storage scale of more than 4 million kilowatts by 2025 and realize the comprehensive market-oriented development of new energy storage by 2030. The plan actively supports the construction of new energy storage facilities for clean energy power stations, promotes the coordinated and optimal operation of energy storage and various power sources, reasonably arranges the new energy storage on the grid side, explores new scenarios for the diversified development of energy storage on the user side, and expands the application mode of new energy storage. The document proposes to support 150000kw / 300000 kwh energy storage project in the 1 million KW large-scale new energy base project in Zhangbei County, Zhangjiakou, 115000 kW / 230000 kwh electrochemical energy storage and 2000 standard cubic meters / hour alkaline electrolytic water hydrogen production in the 1 million KW Fengning Fengguang hydrogen storage large-scale new energy base project in Chengde. Driven by the policy, electrochemical energy storage is expected to enter the market through the supporting facilities of large-scale green energy base. With the construction of green energy in various provinces and cities, the supporting facilities of energy storage are gradually entering the accelerated construction stage. It is suggested to pay attention to the manufacturers of electrochemical energy storage equipment.
Industry dynamics
On April 12, the notice of the Beijing Municipal People’s Government on printing and distributing the urban management and development plan of Beijing during the 14th Five Year Plan period mentioned that accelerating the development and utilization of green electric energy and improving the level of local development and utilization. Implement the “six sunshine” project and orderly build a number of distributed photovoltaic projects. Study the installation of photovoltaic facilities as a mandatory requirement for new large-scale public buildings in urban sub centers and other areas. Actively introduce green electric energy from other ports. Explore and establish a new mode of green power entering Beijing of “overseas resource development and directional transmission of green power”, and carry out market-oriented trading of green power. By 2025, strive to transfer green power to 30 billion kwh. (Polaris power grid)
Company dynamics
Anhui Deli Household Glass Co.Ltd(002571) ( Anhui Deli Household Glass Co.Ltd(002571) ): the company issued its annual report for 2021. During the reporting period, the company achieved an operating revenue of 957 million yuan, a year-on-year increase of 22.20%, and a net profit attributable to shareholders of the listed company of 8.69 million yuan, a year-on-year increase of 69.02%. The net profit attributable to shareholders of the listed company after deducting non recurring profits and losses was -1.73 million yuan, and EPS was 0.022 yuan / share. （ wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change.
