One belt, one road and one important path for China’s development, is to promote the green development of “one belt and one road” and build a community of human and natural life. National Energy Administration: enhance supply guarantee capacity, steadily promote structural transformation, and strive to improve quality and efficiency. Wind power and photovoltaic power generation account for about 12.2% of the electricity consumption of the whole society. National Development and Reform Commission and National Energy Administration: hydrogen energy is an integral part of the future national energy system. By 2025, hydrogen production from renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year.
Green industry market operation: from January to March, wind power generation increased by 3.3% year-on-year, and photovoltaic power generation increased by 10.3%; In terms of cost, the cost of spare parts increased this year; The price trend of carbon markets in various regions is seriously differentiated. The carbon price in Guangdong is maintained at a high level of 70-80 yuan / ton, while the average transaction price in Shenzhen market is the lowest, basically maintained at a low level below 10 yuan / ton. Industry trends: Longi Green Energy Technology Co.Ltd(601012) continue to raise the price of silicon wafer Risen Energy Co.Ltd(300118) won the bid for the world’s largest photovoltaic hydrogen production project; The IPO meeting of Runyang shares and Huabao Xinneng gem Ja Solar Technology Co.Ltd(002459) a fixed increase of 5 billion yuan will be used for the capacity construction of silicon wafer and hjt battery pilot line The listing of Trina Solar Co.Ltd(688599) convertible bonds is terminated Ming Yang Smart Energy Group Limited(601615) , Jilin Electric Power Co.Ltd(000875) , Jinfeng technology and other companies in the industry layout hydrogen energy, wind and solar energy storage integration projects.
Credit events: this month, there were no negative credit events such as default, extension and rating downgrade of bond issuing enterprises related to green industry.
International developments: the SEC proposes to require listed companies to disclose climate change risks and greenhouse gas emissions; E. On and Australia plan to replace Russian natural gas with hydrogen; The report “climate change 2022 – how to mitigate climate change” was released.
