Index
On April 14, 2022, the Shanghai Composite Index closed at 322564 points, up 1.22%; Shenzhen composite index closed at 1171462 points, up 1.27%; Photovoltaic index closed at 370519 points, down 0.95%. The wind power index closed at 232362 points, down 0.39%. Among them, the top three companies in the photovoltaic industry are: Shanxi Coal International Energy Group Co.Ltd(600546) ( Shanxi Coal International Energy Group Co.Ltd(600546) , 7.00%), Tangshan Sunfar Silicon Industry Co.Ltd(603938) ( Tangshan Sunfar Silicon Industry Co.Ltd(603938) , 4.91%), Lucky Film Company Limited(600135) ( Lucky Film Company Limited(600135) , 3.16%). The top three companies in the wind power industry are: Xinjiang Goldwind Science And Technology Co.Ltd(002202) ( Xinjiang Goldwind Science And Technology Co.Ltd(002202) , 1.69%), Dongfang Electric Corporation Limited(600875) ( Dongfang Electric Corporation Limited(600875) , 1.68%), Fujian Funeng Co.Ltd(600483) ( Fujian Funeng Co.Ltd(600483) , 1.46%).
Comments
Recently, Inner Mongolia Energy Bureau issued the action plan for the construction of new power system in Mengxi (version 1.0) (Draft for comments). The document proposes nine key action tasks, including the promotion and application of new energy storage. It is necessary to accelerate the large-scale application of new energy storage, with the goal that the installed capacity of new energy storage will reach 25gw by 2030. In the key power grid nodes with difficulty in peak and frequency regulation or insufficient voltage regulation capacity, new energy storage shall be reasonably arranged to improve the safe and stable operation level of the power grid; At the end of the power grid and remote areas with insufficient power supply capacity, we should reasonably layout and build new energy storage, support the development and utilization of distributed new energy, and ensure power demand and power supply reliability; On the user side with high power supply reliability requirements such as industry, communication, finance and Internet, new energy storage shall be reasonably configured to improve the power self balancing ability of users and improve the stability support of large power grid. In terms of power marketization, the document also proposes to establish and improve the compensation mechanism to promote the investment and construction of new energy storage power stations, and flexibly use market transactions, price policies, new energy allocation and other measures. Electrochemical energy storage, as one of the main development lines of new energy storage, is expected to rapidly improve the market space driven by policies. It is suggested to pay attention to the manufacturers of lithium battery related equipment, and the related objects: Eve Energy Co.Ltd(300014) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) etc.
Industry dynamics
Recently, Byd Company Limited(002594) added a new production line at its Cecep Solar Energy Co.Ltd(000591) component production plant in Campinas, Sao Paulo, Brazil. At present, the plant has a capacity of 500MW and will produce new battery panels based on multi main grid line, half cell and 1 / 3 cut battery technology, with a power output range of 450W to 670W. In 2015, Byd Company Limited(002594) officially announced its entry into the Brazilian Cecep Solar Energy Co.Ltd(000591) market Byd Company Limited(002594) currently has several Cecep Solar Energy Co.Ltd(000591) power station projects in the world, including 86mw projects in South Africa and 108mw projects in the United States. (Polaris power grid)
Company dynamics
Jiangsu Akcome Science And Technology Co.Ltd(002610) ( Jiangsu Akcome Science And Technology Co.Ltd(002610) ): the company issued its annual report for 2021. During the reporting period, the company achieved an operating revenue of 2.531 billion yuan, a year-on-year decrease of 16.16%, a net profit attributable to shareholders of listed companies of – 406 million yuan, a net profit attributable to shareholders of listed companies after deducting non recurring losses of – 540 million yuan, and EPS of 0.73 yuan / share. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
