Green economy and Finance
Ministry of ecology and environment: orderly promote green and low-carbon development in 2022
Environmental Resources Department of the national development and Reform Commission: double carbon will be placed in a prominent position in environmental resources work in 2022
Carbon emission trading: the national carbon price rose slightly, and the trading volume fell sharply after the performance period
Green energy index: slightly callback, outperforming Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: most callback after
Traditional energy and environmental protection
In November, the power consumption increased by 3.1% year-on-year; The price of thermal coal fell and the price of crude oil rose
Hebei: promote advanced hydrogen production, hydrogen storage and hydrogen use, pilot demonstration of hydrogen rich gas ironmaking
From January to November, the total profit of National Coal Enterprises above designated size was 647.36 billion yuan, an increase of 222.6%
Zhejiang Weiming Environment Protection Co.Ltd(603568) : it is proposed to invest more than 1.7 billion in overseas high nickel matte projects
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat month on month, the price of M6 monocrystalline silicon was flat month on month, the price of M6 battery was flat month on month, and the price of 440-450w module was flat month on month
The three departments issued the implementation opinions on accelerating the transformation and development of rural energy and promoting rural revitalization
Tongwei Co.Ltd(600438) : announcement of performance increase in 2021
New materials and nonferrous metals
The price of energy metal lithium cobalt continued to rise, and the price of industrial metals fluctuated slightly
Magnesium industry will continue to take the road of green development in 2021
The vulnerability of the United States in rare earths has further deepened
Youngy Co.Ltd(002192) : trial production of 20000 t / a lithium salt project in phase I of joint-stock enterprises
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 the power plant. 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: recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to Shan Xi Hua Yang Group New Energy Co.Ltd(600348) .
New energy: in terms of photovoltaic, it is recommended to pay attention to silicon wafer consumables (diamond wire and thermal field), tracking support and other links with a relatively good pattern; In terms of wind power, it is recommended to pay attention to the whole wind power plant and parts that can effectively transmit the price rise of raw materials to the downstream.
New materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand.
Nonferrous Metals: focus on the continuous release of future production capacity Zijin Mining Group Company Limited(601899) .
