Events
On April 13, 2022, the Shanghai Composite Index closed at 318682 points, down 0.83%; The Shenzhen composite index closed at 1156817 points, down 1.60%; The power sector index closed at 286522 points, down 1.16%. Among them, the top three companies in the photovoltaic power generation sector are: Lingda Group Co.Ltd(300125) ( Lingda Group Co.Ltd(300125) . SZ, 7.20%), ST Colin ( Kelin Environmental Protection Equipment Inc(002499) . SZ, 4.95%), Shenzhen Sunrise New Energy Co.Ltd(002256) ( Shenzhen Sunrise New Energy Co.Ltd(002256) . SZ, 3.62%); Only one company in the thermal power sector rose: An Hui Wenergy Company Limited(000543) ( An Hui Wenergy Company Limited(000543) . SZ, 0.78%).
Comments
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. Promote the expansion of centralized wind power projects such as qinghuiling, and pilot the construction of decentralized wind power projects in industrial parks and rural areas. Implement the “six sunshine” project and orderly build a number of distributed photovoltaic projects. Actively introduce green electric energy from other ports. Deepen energy cooperation with Tianjin Hebei and other surrounding areas, orderly layout renewable energy bases around Beijing, actively promote the construction of wind power bases around the capital, and appropriately support the construction of renewable energy bases in Shanxi, Mongolia and other regions. 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. We believe that with the strong support of local policies, the construction of photovoltaic and wind power bases will be accelerated, and the power supply structure is expected to be further optimized. Green power still has long-term development power. It is suggested to pay attention to new energy raw material supply enterprises and high-end equipment manufacturing enterprises.
Industry dynamics
1. The 2 million KW integrated solar thermal storage project of Delingha of Cgn Power Co.Ltd(003816) group was officially started. It is reported that relying on the high-capacity energy storage technology of Delingha 50MW optical thermal power station, the project plans to build an integrated optical, thermal and storage project with an overall installed capacity of 2000MW, including 1.6 million kw of photovoltaic and 400000 kW of solar thermal molten salt energy storage. (Polaris power grid)
2. The Slovak manufacturer Agora solar plans to build a 150MW plant in vranow in the east of the country, which will produce double-sided double glass photovoltaic modules. It is planned to start a 50MW production line from the second quarter, and the final plan is
The production capacity may reach 500MW by 2024. (national energy information platform)
Company dynamics
Sichuan Chuantou Energy Co.Ltd(600674) ( Sichuan Chuantou Energy Co.Ltd(600674) ): release the performance express of the first quarter of 2022. During the reporting period, the company’s total operating revenue was 174 million yuan, a year-on-year decrease of 18.18%; The net profit attributable to shareholders of listed companies was 558 million yuan, a year-on-year decrease of 13.69%. （ iFinD）
Risk tip: the epidemic fluctuation is higher than expected, the construction of new energy is lower than expected, and the rise of electricity price is lower than expected.
