Green economy and Finance
The national development and Reform Commission will moderately advance the construction of energy infrastructure
The CSRC issued the industry standard of carbon financial products
Chengdu promotes the construction of near zero carbon emission zone
China Securities Finance carbon neutralization theme series index was officially released
Carbon emission trading: the national carbon price rose, and the trading volume rebounded significantly
Green energy index: fell this week, underperforming the CSI 300 index
Carbon neutral theme Fund: general decline during the week
Traditional energy and environmental protection
National Development and Reform Commission: China will appropriately expand effective investment ahead of schedule
In March, China imported 16.423 million tons of coal, down 39.91% year-on-year
Shanghai Datun Energy Resources Co.Ltd(600508) : the net profit in the first quarter of 2022 is expected to increase by 291% – 317% year-on-year
in China Shenhua Energy Company Limited(601088) 3 months, the output of commercial coal increased by 6.9%, and the sales volume decreased by 8.3%
60 Shenwu Energy Saving Co.Ltd(000820) 21: the revenue and profit reached a new high, and the net profit increased by 55.58% year-on-year
New energy and power equipment
The weekly average price of polycrystalline silicon compact increased by 0.8% month on month, the price of M6 monocrystalline silicon increased by 2.2% month on month, the price of M6 cell was flat month on month, and the price of 440450w module was flat month on month
Trina Solar Co.Ltd(688599) 8gwtopcon battery project kick-off meeting was officially held
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : performance forecast for the first quarter of 2022
Investment advice
Electric power and public utilities: it is recommended to pay attention to relevant companies in clean energy technology, carbon monitoring and other businesses; The increase of electricity price is conducive to the performance improvement of power plants. It is recommended that China National Nuclear Power Co.Ltd(601985) , China Yangtze Power Co.Ltd(600900) , Sdic Power Holdings Co.Ltd(600886) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shenergy Company Limited(600642)
Coal: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to components, silicon wafer consumables (diamond wire and thermal field) and other relatively good links, as well as the field of new battery technology; In terms of wind power, it is suggested to pay attention to the offshore wind power sector and recommend leading enterprises of pipe piles and submarine cables
