Events
On January 11, 2022, the Shanghai Composite Index closed at 3567.44 points, down 0.73%; The Shenzhen composite index closed at 14223.35 points, down 1.27%; The power sector index closed at 3265.11 points, up 0.08%. Among them, the top three companies in the photovoltaic equipment sector are: Zhejiang Sunflower Great Health Limited Liability Company(300111) (300111. SZ, 6.67%), Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129. SZ, 4.39%), Jolywood (Suzhou) Sunwatt Co.Ltd(300393) (300393. SZ, 0.83%). The top three companies in the wind power equipment sector are: Zhejiang Windey Co.Ltd(300772) (300772. SZ, 4.32%), Shenzhen Hopewind Electric Co.Ltd(603063) (603063. Sh, - 0.26%), Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) (301040. SZ, - 0.89%). The top three companies in the thermal power sector are: Jinneng Holding Shanxi Electric Power Co.Ltd(000767) (000767. SZ, 6.25%), Shanghai Electric Power Co.Ltd(600021) (600021. Sh, 3.91%), Top Energy Company Ltd.Shanxi(600780) (600780. Sh, 2.02%).
Comments
Recently, Fujian energy regulatory office organized the drafting and printing of the trading rules of Fujian power peak shaving auxiliary service market (Trial) (Draft for comments). This round of rules revision takes into account the future development direction of thermal power: greatly increase the compensation for deep peak shaving and start-up and stop peak shaving of thermal power units on the power generation side, add market trading varieties of deep peak shaving capacity, encourage and guide thermal power units to carry out flexible transformation, tap peak shaving potential and promote clean energy consumption. At present, in the context of vigorously developing new energy, although the growth rate of clean energy power generation such as wind power and photovoltaic is fast, it is still difficult to meet the social power demand in the short term. The role of traditional thermal power in stabilizing supply and peak shaving is difficult to replace. Therefore, promoting the flexible transformation of traditional thermal power and the clean and efficient utilization of coal resources are conducive to the efficiency of power enterprises and maintain the steady and long-term development of enterprises.
Industry dynamics
\u3000\u30001. Publicity of competitive allocation results of Jiangsu 2.65 million KW offshore wind power project: the announcement shows that Sheyang 1 million KW offshore wind power project is selected by the consortium led by National Energy Investment Group Co., Ltd; Dafeng 850000 kW offshore wind power project is selected by the consortium led by Jiangsu Guoxin Group Co., Ltd; Dafeng 800000kw offshore wind power project is selected by the consortium led by China Three Gorges Group Co., Ltd. (Longchuan wind power grid)
\u3000\u30002. The installed capacity of new energy in Jinchang power grid exceeded 60%. On December 30, 2021, with the grid connection of CLP Jinchang photovoltaic power station and Jieyuan Shuangwan wind farm successively started, Jinchang power grid completed a total of 7 existing new energy grid connected plants and stations in 2021, with an installed capacity of 375000 kw, an increase of 15.4%. So far, the installed power generation capacity of Jinchang power grid has reached 4.6129 million KW. Among them, the installed capacity of new energy is 2.8112 million KW, accounting for 60.94%. (Jinchang daily)
Company dynamics
China Yangtze Power Co.Ltd(600900) (600900): the total annual power generation of the company's four cascade hydropower stations is 208.322 billion kwh, a decrease of 8.20% over the same period of last year. Among them, the power generation of the Three Gorges power station was 103.649 billion kwh, a decrease of 7.29% over the same period last year; Gezhouba Hydropower Station completed 19.256 billion kwh of power generation, an increase of 3.71% over the same period of last year; Xiluodu Hydropower Station completed 55.355 billion kwh of power generation, a decrease of 12.71% over the same period last year; The power generation of Xiangjiaba Hydropower Station was 30.063 billion kwh, a decrease of 9.31% over the same period last year.
Risk tip: the epidemic situation fluctuates more than expected, the installed capacity is less than expected, and the rise of electricity price is less than expected.
