Index
On April 18, 2022, the Shanghai Composite Index closed at 319552 points, down 0.49%; Shenzhen composite index closed at 1169147 points, up 0.37%; Photovoltaic index closed at 379473 points, up 3.16%. The wind power index closed at 232509 points, up 0.91%. Among them, the top three companies in the photovoltaic industry are: Trina Solar Co.Ltd(688599) ( Trina Solar Co.Ltd(688599) , 11.83%), Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) , 11.36%), Shuangliang Eco-Energy Systems Co.Ltd(600481) ( Shuangliang Eco-Energy Systems Co.Ltd(600481) , 9.97%). The top three companies in the wind power industry are: Ningbo Orient Wires & Cables Co.Ltd(603606) ( 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, the people’s Government of Pingliang City issued the energy development plan of Pingliang City during the 14th Five Year Plan period. The plan pointed out that the level of clean energy sources has been significantly improved. In 2025, the installed capacity of renewable energy power generation will be 2.85 million KW, and the supporting energy storage facilities will be more than 100000 kW, accounting for about 30% of the total installed capacity of electricity, including 2 million kw of photovoltaic power generation; The installed capacity of wind power is 800000 kW. Accelerate the development of optoelectronics. Give full play to the resource endowment, and strive to implement a number of centralized photovoltaic power generation projects based on the existing centralized photovoltaic, village level photovoltaic poverty alleviation power stations and distributed photovoltaic projects, so as to realize the integrated development of Cecep Solar Energy Co.Ltd(000591) power generation and ecological restoration, agriculture and animal husbandry, and focus on supporting photovoltaic projects with multiple ecological benefits such as “photovoltaic + agriculture and animal husbandry”, “photovoltaic + treatment of industrial and mining wasteland and coal mining subsidence area”. We will vigorously promote the use of distributed photovoltaic power generation systems in industrial parks, schools, new rural areas, factories and mining enterprises, public buildings, commercial buildings and other places.
The photovoltaic sector rebounded significantly today after coming out of the downturn for many consecutive days. We believe that the main factor is that the Shanghai Municipal Commission of economy and information technology issued the guidelines for the prevention and control of the epidemic situation of industrial enterprises returning to work and production in Shanghai (First Edition). The resumption of work and production of some enterprises has alleviated the market’s concern about the damage of the epidemic in the photovoltaic industry chain. At the same time, the resumption of work and production is bound to do a good job in supporting logistics support, which is of positive significance for the industry with a wide range of market flow of photovoltaic products, and solves the problems of slow delivery caused by poor logistics to a certain extent. It is suggested to continue to pay attention to the impact of epidemic changes on the photovoltaic sector.
Industry dynamics
On April 16, the signing ceremony for the centralized commencement of Shandong offshore wind power, offshore photovoltaic and Dongying offshore wind power equipment Industrial Park was successfully held in Dongying City, Shandong Province. Wen Jianbo, deputy general manager (presiding over the work) of China offshore decoration, and Li Xiaoyan, assistant general manager, were invited to participate in the signing ceremony. (Polaris power grid)
Company dynamics
Ningbo Boway Alloy Material Co.Ltd(601137) ( Jiangsu Akcome Science And Technology Co.Ltd(002610) ): the company released its annual report for 2021. During the reporting period, the company achieved an operating revenue of 10.037 billion yuan, a year-on-year increase of 37.27%, a net profit attributable to shareholders of listed companies of 310 million yuan, a year-on-year decrease of 27.66%, and a net profit attributable to shareholders of listed companies deducting recurring profits and losses of 248 million yuan, a year-on-year decrease of 37.91%, and EPS of 0.39 yuan / share. （wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
