Index
On April 25, 2022, the Shanghai Composite Index closed at 292851 points, down 5.13%; The Shenzhen composite index closed at 1037928 points, down 6.08%; Photovoltaic index closed at 318523 points, down 8.88%; The wind power index closed at 203922 points, down 7.39%. Among them, the top three companies in the photovoltaic industry are: Tbea Co.Ltd(600089) ( Tbea Co.Ltd(600089) , – 2.11%), Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) , – 3.18%), Hangzhou First Applied Material Co.Ltd(603806) ( Hangzhou First Applied Material Co.Ltd(603806) , – 3.72%). The top three companies in the wind power industry are: Fujian Funeng Co.Ltd(600483) ( Fujian Funeng Co.Ltd(600483) , 0.92%), Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) ( Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , – 1.81%), China Three Gorges Renewables (Group) Co.Ltd(600905) ( China Three Gorges Renewables (Group) Co.Ltd(600905) , – 3.24%).
Comments
Recently, Zhangzhou Municipal People’s government issued a notice on the special plan for energy development in the 14th five year plan of Zhangzhou city. In order to meet the peak shaving needs of large-scale offshore wind power and Zhangzhou nuclear power, it is proposed to speed up the layout of pumped storage projects in Zhangzhou and accelerate the construction of Yunxiao pumped storage power station during the 14th five year plan. At the same time, according to the medium and long-term planning of pumped storage power station in our province, Hua’an pumped storage power station is listed as the key implementation project of the 14th five year plan and Changtai pumped storage power station is listed as the medium and long-term planning reserve project. Promote the construction of energy storage power stations and other projects, and actively promote the planning and construction of new energy consumption and energy storage power stations. Support the new energy power and electronic component industry as the core, strengthen military civilian integration, arrange military new energy construction projects, and promote the signing and implementation of a number of intelligent microgrid projects; Strengthen the allocation of wind power, photovoltaic and other new energy, and optimize the operation of energy storage; Encourage conventional power sources such as hydropower, thermal power and nuclear power to allocate energy storage and carry out joint peak shaving and frequency modulation; Promote the demonstration of large-scale grid side energy storage power stations in the concentrated area of renewable energy transmission, and improve the consumption capacity of renewable energy; Encourage industrial and commercial users, schools, hospitals and other users to configure energy storage and effectively participate in demand side management. In the current turbulent market environment, it is suggested to continue to pay attention to the boosting effect brought by the changes of relevant industrial policies and choose the layout.
Industry dynamics
On April 22, China’s first 2000 ton fourth generation offshore wind power installation platform – “Baihetan” successfully completed floating and undocking in Nansha, Guangzhou, marking the basic completion of the construction of the main structure of the whole ship and will be transferred to the stage of special component installation and equipment installation and commissioning. Baihetan is invested and built by the Three Gorges material bidding Management Co., Ltd. affiliated to the Three Gorges group. It is 126 meters long, 50 meters wide, 10 meters deep and has a full load displacement of 37000 tons. (Polaris power grid)
Company dynamics
Ginlong Technologies Co.Ltd(300763) ( Ginlong Technologies Co.Ltd(300763) ): the company issued its annual report for 2021. During the reporting period, the company achieved an operating revenue of 3.312 billion yuan, a year-on-year increase of 58.92%, a net profit attributable to shareholders of listed companies of 474 million yuan, a year-on-year increase of 48.96%, a net profit attributable to shareholders of listed companies of 392 million yuan, a year-on-year increase of 40.46%, and EPS of 1.93 yuan / share. （ wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
