Index
On April 13, 2002, the Shanghai Composite Index closed at 318682 points, down 0.82%; The Shenzhen composite index closed at 1156817 points, down 1.60%; Photovoltaic index closed at 371981 points, down 2.43%. The wind power index closed at 234580 points, down 2.49%. 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) , 8.81%), Wuxi Shangji Automation Co.Ltd(603185) ( Wuxi Shangji Automation Co.Ltd(603185) 2.19%), Tbea Co.Ltd(600089) ( Tbea Co.Ltd(600089) , 0.99%). The top three companies in the wind power industry are: Ming Yang Smart Energy Group Limited(601615) ( Ming Yang Smart Energy Group Limited(601615) , 0.00%), Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , – 0.25%), Fujian Funeng Co.Ltd(600483) ( Fujian Funeng Co.Ltd(600483) , – 0.29%).
Comments
This week, the price range of China’s single crystal re feeding was 2490 Changzhou Qianhong Biopharma Co.Ltd(002550) 00 yuan / ton, and the average transaction price rose to 251500 yuan / ton, with a week-on-week increase of 0.32%; The price range of single crystal compact is 2470 Jc Finance & Tax Interconnect Holdings Ltd(002530) 00 yuan / ton, and the average transaction price rose to 249100 yuan / ton, with a weekly increase of 0.28%. This week, the average transaction price of polysilicon increased by about 0.3%, maintaining the upward trend. The main factor of price rise is that the capacity release of polysilicon expansion is less than expected, while the new capacity release of downstream silicon wafer enterprises is relatively fast, and the capacity growth of upstream and downstream of the industrial chain does not match. On the other hand, due to the impact of the epidemic, some factories stopped production, and the poor logistics led to the obstruction of transportation. Overall, the supply of silicon material is still in a tight state. We believe that with the gradual release of new silicon production capacity in the second half of the year and the easing of the epidemic and the resumption of work, the current supply shortage is expected to be alleviated, but the overall supply is still difficult to meet the construction demand. The current high raw material prices have squeezed the profit margin of midstream photovoltaic equipment manufacturers. It is recommended to continue to pay attention to the subsequent silicon production capacity.
Industry dynamics
Recently, the world’s first zero carbon Industrial Park – vision Inner Mongolia Eerduosi Resources Co.Ltd(600295) Zero Carbon Industrial Park Phase I project was completed and put into operation. The CEO of vision technology group introduced that vision will build the world’s first zero carbon industrial park based on the three innovation pillars of “new power system”, “zero carbon digital operating system” and “green new industrial cluster”. By 2025, vision Inner Mongolia Eerduosi Resources Co.Ltd(600295) Zero Carbon Industrial Park will serve as a model of the global green industrial revolution, help the local achieve 300 billion yuan of green new industrial output value, create 100000 green high-tech jobs, and achieve the goal of 100 million tons of carbon dioxide emission reduction per year. (Polaris power grid)
Company dynamics
Titan Wind Energy (Suzhou) Co.Ltd(002531) ( Titan Wind Energy (Suzhou) Co.Ltd(002531) ): the company issued its annual report for 2021. During the reporting period, the company achieved an operating revenue of 8.166 billion yuan, a year-on-year increase of 1.42%, and a net profit attributable to shareholders of listed companies of 1.31 billion yuan, a year-on-year increase of 24.76%. The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 1.075 billion yuan, a year-on-year increase of 9.91%, and EPS was 0.73 yuan / share. （ wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
