Index
On May 16, 2022, the Shanghai Composite Index closed at 307375 points, down 0.34%; Shenzhen composite index closed at 1109337 points, down 0.60%; Photovoltaic index closed at 372478 points, down 0.85%; The wind power index closed at 226017 points, down 0.22%. Among them, the top three companies in the photovoltaic industry are: Shanxi Coal International Energy Group Co.Ltd(600546) ( Shanxi Coal International Energy Group Co.Ltd(600546) , 6.31%), Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) , 2.57%), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) , 2.10%). The top three companies in the wind power industry are: Jiangyin Hengrun Heavy Industries Co.Ltd(603985) ( Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , 2.36%), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) , 2.10%), Shandong Shuangyi Technology Co.Ltd(300690) ( Shandong Shuangyi Technology Co.Ltd(300690) , 1.47%).
Comments
Recently, the Shanghai Municipal People’s government issued the 14th five year plan for energy development in Shanghai. New energy and new track are required to boost clean and low-carbon energy development. Develop 10 MW wind turbines and key components with independent intellectual property rights. Promote the development of new high-efficiency crystalline silicon cells and accelerate the research and development of new generation photovoltaic cells such as perovskite. We will strengthen key technologies such as fuel cell system integration and control, high-pressure and liquid hydrogen storage, and focus on the construction of China Japan (Shanghai) local development cooperation demonstration area. Support the development of energy storage technologies with low cost, high safety and long life, and actively study new energy storage technologies. Explore the development of new energy sources such as tidal energy and wave energy. During the 14th Five Year Plan period, Shanghai Datun Energy Resources Co.Ltd(600508) high quality development goal is to focus on promoting transformation. The transformation of energy development from centralized to both centralized and distributed development, better adapt to the trend of energy reform, and promote the transformation of clean energy from supplementary energy to alternative energy; The transformation of energy supply and demand from one-way balance to two-way interaction, promote the coordinated development of source network, load and storage, and further improve energy efficiency and efficiency; The optimization of energy structure will be transformed from policy promotion to science, technology and system promotion, and gradually realize green, coordinated and sustainable development. It is suggested to track the R & D and application of new green energy technologies in Shanghai, and pay attention to relevant listed companies with strong technical strength and high R & D investment.
Industry dynamics
The National Bureau of Statistics announced the power production in April 2022. In April, power production changed from increase to decrease. In April, the power generation was 608.6 billion kwh, a year-on-year decrease of 4.3%, an increase of 0.2% last month, and the average daily power generation was 20.29 billion kwh. From January to April, the power generation was 2.6 trillion kwh, a year-on-year increase of 1.3%. In terms of varieties, in April, the decline of thermal power expanded, the growth rate of hydropower, nuclear power and wind power slowed down to varying degrees, and the growth rate of Cecep Solar Energy Co.Ltd(000591) power generation accelerated. Among them, thermal power decreased by 11.8% year-on-year; Hydropower increased by 17.4%; Nuclear power increased by 0.9%; Wind power increased by 14.5% Cecep Solar Energy Co.Ltd(000591) power generation increased by 24.9%. (Polaris power grid)
Company dynamics
Eaglerise Electric & Electronic (China) Co.Ltd(002922) ( Eaglerise Electric & Electronic (China) Co.Ltd(002922) ): the company issued the announcement on the implementation of equity distribution in 2021. Based on the company’s existing total share capital of 296320455 shares, the company distributed 2.00 yuan in cash to all shareholders for every 10 shares (tax included; after tax deduction, investors in Hong Kong market, QFII, rqfii holding shares through Shenzhen Stock connect, individuals holding restricted shares before the initial public offering and securities investment funds distributed 1.80 yuan for every 10 shares. (announcement of the company)
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
