Index
On April 27, 2022, the Shanghai Composite Index closed at 295828 points, up 2.49%; Shenzhen composite index closed at 1065290 points, up 4.37%; Photovoltaic index closed at 331668 points, up 7.78%; The wind power index closed at 206396 points, up 5.01%. Among them, the top three companies in the photovoltaic industry are: Jolywood (Suzhou) Sunwatt Co.Ltd(300393) ( Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , 20.00%), Risen Energy Co.Ltd(300118) ( Risen Energy Co.Ltd(300118) , 20.00%), Shenzhen S.C New Energy Technology Corporation(300724) ( Shenzhen S.C New Energy Technology Corporation(300724) , 19.10%). The top three companies in the wind power industry are: Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) ( Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , 11.07%), Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) , 9.42%), Dalian Huarui Heavy Industry Group Co.Ltd(002204) ( Dalian Huarui Heavy Industry Group Co.Ltd(002204) , 9.15%).
Comments
On April 25, the people’s Government of Guizhou Province expressed its opinions on supporting the implementation of “Li Congrong” in Qiandongnan Autonomous Prefecture to build a “bridgehead” for docking and integration into Guangdong, Hong Kong and Macao Dawan district. The opinions pointed out that it supports the construction of a multi-functional and complementary integration project of water and scenery in the Duliu River and Qingshui river basins. Actively and orderly promote Jianhe cenguang, Congjiang xiaopingyan, Jinping Yandong Pingqiu and other pumped storage projects. At the same time, support Guizhou Lubi Economic Development Zone to accelerate the development of photovoltaic glass. Today, photovoltaic and wind power sectors rebounded significantly due to the oversold before. The overall market situation has also improved significantly. We believe that under the energy transformation policy, green energy still maintains a long-term positive trend, and the negative factors in the short term have been released to a certain extent, but the impact has not been completely eliminated. It is expected that after the epidemic situation is gradually controlled nationwide, with the resumption of work and production of enterprises, the guarantee of logistics and the effective operation of the whole industry, the wind power photovoltaic sector is expected to return to the rising market.
Industry dynamics
On April 26, China Huaneng Group Co., Ltd. held the centralized commencement ceremony of new energy projects in the second quarter of 2022. The physical commencement and construction preparation of more than 13 million KW new energy projects were realized, of which the physical commencement was nearly 6 million KW. Huaneng has 155 new energy projects under centralized construction and construction preparation, involving 24 provinces across the country. It is expected that the new energy construction scale of the group company will exceed 15 million kW in the first half of the year, the total investment will exceed 90 billion yuan, and more than 50000 jobs will be created. After completion, it will add 39 billion kwh of clean electric energy and reduce 39 million tons of carbon dioxide every year. (Polaris power grid)
Company dynamics
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ): the company issued the annual report for 2021. During the reporting period, the company achieved an operating revenue of 41.105 billion yuan, an increase of 115.70% year-on-year; The net operating cash flow was 4.282 billion yuan, a year-on-year increase of 49.77%. The net operating cash flow including bank bills was 8.709 billion yuan; The net profit was 4.435 billion yuan, a year-on-year increase of 200.58%; The net profit attributable to shareholders of listed companies was 4.030 billion yuan, an increase of 270.03% over the same period last year. At the end of the reporting period, the total assets of the company were 77.979 billion yuan, an increase of 32.80% over the beginning of the period; The net assets attributable to shareholders of listed companies were 31.672 billion yuan, an increase of 64.90% over the beginning of the period. （ wind）
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
