Topic: carbon market financial instruments
Through the development of carbon finance, constantly enrich trading instruments and trading subjects, expand the coverage of financing and support services, and then improve market liquidity and price discovery ability, which is an important driving direction to strengthen the stability of carbon price in the future
Green economy and Finance
National regular meeting: determine measures to ensure and increase energy supply
Special topics of Boao Forum for Asia
Green energy index: showing a downward trend, with a decline greater than that of the Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: all withdrawals within the month and all returns within the year are negative
Traditional energy and environmental protection
National Standing Committee: give play to the role of coal as the main energy source, and increase the production capacity by 300 million tons this year
Thermal power production performed poorly in March, but the southwest still maintained growth
Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) : net profit deducted in 2021 increased by 310.15% to 7.778 billion yuan
Huaibei Mining Holdings Co.Ltd(600985) last year, the net profit was 4.78 billion yuan
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 440450w module was flat month on month.
The National Energy Administration released the statistical data of the national power industry from January to March
Sungrow Power Supply Co.Ltd(300274) : annual report for 2021
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 power plants. 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: recommended China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , recommended Shan Xi Hua Yang Group New Energy Co.Ltd(600348)
New energy: in terms of photovoltaic, it is suggested to pay attention to components, silicon wafer consumables (diamond wire and thermal field) and other relatively good links, as well as the field of new battery technology; In terms of wind power, it is suggested to pay attention to the offshore wind power sector and recommend leading enterprises of pipe piles and submarine cables
