A number of new energy industry chain companies explain the new layout of the industry in detail

Since the opening of the “theme week” activity of the performance briefing on the main board of Shanghai stock market on March 11, several theme Week activities such as “blue chip heavy equipment”, “manufacturing leader” and “double carbon pioneer” have been launched successively, and nearly 500 companies in Shanghai stock market have successively held performance briefings. Recently, a number of new energy power industry chain companies such as the new energy power generation industry chain chain chain companies such as China Suntien Green Energy Corporation Limited(600956) the.

new energy company has a good development momentum

Cecep Wind-Power Corporation(601016) Chairman Liu Bin said that in 2022, the company will still focus on onshore wind power development, supplemented by offshore wind power development, and comprehensively promote the work related to the company’s project development. First, fully understand the importance of project development from the perspective of realizing the dual carbon goal; Second, continue to tap potential, expand resource reserves and actively promote the realization of reserve resources; Third, enrich the existing market-oriented development means, and strive to promote the development of projects such as company base, source network load storage integration and multi energy complementary integration through cooperative development, acquisition and merger.

In view of the new trends of double carbon hot industries such as hydrogen energy and energy storage concerned by investors, China Suntien Green Energy Corporation Limited(600956) president Mei Chunxiao responded: “the company will plan to build a wind power + photovoltaic + energy storage multi energy complementary integration project, build a comprehensive intelligent energy system, further promote the high proportion of new energy consumption and ensure the safe and stable supply of power system. At the same time, the company will focus on policies and technologies related to energy storage and peak shaving, so as to add new growth points for the company’s future business expansion.”

China Suntien Green Energy Corporation Limited(600956) landed on the main board of Shanghai Stock Exchange in 2020 and is the first wind power enterprise listed on a + H. In addition to the layout of energy storage field, the company also continues to make efforts in the direction of hydrogen energy. Mei Chunxiao said that the company’s new energy project in Zhangjiakou region provides green power for the 2022 Winter Olympic Games through power transaction, and the wind power hydrogen production project has provided hydrogen energy for hydrogen fuel cell vehicles for the local Winter Olympic Games.

With regard to the impact of renewable energy power generation subsidies on new energy companies, Cecep Wind-Power Corporation(601016) relevant person in charge said that all subsidiaries of the company are carrying out relevant self inspection and self correction in an orderly manner in accordance with the relevant notice requirements, and reporting through the renewable energy power generation project information management system of the national energy administration.

transmission and distribution enterprises benefit from the upsurge of new energy

The great development of the new energy industry has also driven the performance growth of Listed Companies in the transmission and distribution industry. What is the “money” prospect in the future? Everyone expressed their views at the performance presentation meeting.

Benefiting from the growth of wind power construction scale, the net profit in Ningbo Orient Wires & Cables Co.Ltd(603606) 2021 increased by 33.97% year-on-year The chairman of the board of directors of the company said that the bidding amount of the offshore construction project of Chongyao has exceeded RMB 60.02 billion, and the total amount of the project has increased steadily by the first quarter of 2022. The company will adhere to the principle of “both sea and land”, plan to exceed 10 billion yuan in total revenue at the end of the 14th five year plan, and accelerate the “made in the East” to the world.

Tbea Co.Ltd(600089) chairman Zhang Xin told investors that in 2021, the company will firmly adhere to the concept of innovative development and continue to strengthen scientific and technological innovation. The company has successfully developed the valve side outgoing line device of ± 800kV converter transformer of the national “neck” project, which forms a complete set with domestic bushing, breaking the monopoly situation of foreign-funded enterprises. With the “14th five year plan” power grid planning vigorously promoting the construction of UHV power grid, the company’s power transmission and distribution business will also usher in broad development prospects.

“With the acceleration of the construction of smart grid and smart power station, the requirements for the digitization and intellectualization of traditional primary equipment have been greatly improved. It is imperative to speed up the digital transformation of product R & D and manufacturing.” China Xd Electric Co.Ltd(601179) general manager Zhao Qi said frankly that in the future, the company will aim at new energy, comprehensive energy services, energy storage and other markets, provide users with core products and system solutions, and build a world-class intelligent electrical system solution service provider.

Shanghai stock market performance description meeting innovation highlights

Due to the impact of the epidemic, this year, the Shanghai Securities roadshow center built a network platform to support Shanghai companies to use digital means to enable the performance presentation. At the briefing, there was not only a live video “face-to-face” to actively use the visual annual report, but also some companies adopted the form of “cloud visit” to continuously improve the sense of experience of investors.

China Xd Electric Co.Ltd(601179) Dong Mi Tian Ximin said that the theme Week activities of the performance presentation meeting are focused, distinctive and diverse, which has built a professional platform for the company to better display its corporate image and convey its corporate value.

The in-depth leadership of industry analysts is a highlight of the “theme week” activity of this year’s Shanghai stock market performance briefing. The Shanghai Stock Exchange specially organized senior analysts to explain the key industries of the theme week, so as to facilitate investors to understand the company’s industry situation.

“The chairman of the board of directors of the listed company leads the senior executives to attend and explain the financial, technical, market and other issues with high quality, which can effectively help all parties deepen their understanding of the company.” Orient Securities Company Limited(600958) participating analysts said.

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