Index
On May 17, 2022, the Shanghai Composite Index closed at 309370 points, up 0.65%; Shenzhen composite index closed at 1123016 points, up 1.23%; Photovoltaic index closed at 383900 points, up 3.07%; The wind power index rose by 226783 points to close at 226183%. Among them, the top three companies in the photovoltaic industry are: Jiangsu Zhongli Group Co.Ltd(002309) ( Jiangsu Zhongli Group Co.Ltd(002309) , 10.12%), Clenergy(Xiamen)Technology Co.Ltd(603628) ( Clenergy(Xiamen)Technology Co.Ltd(603628) , 10.05%), Changzhou Almaden Co.Ltd(002623) ( Changzhou Almaden Co.Ltd(002623) , 10.00%). The top three companies in the wind power industry are: Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) ( Shanghai Taisheng Wind Power Equipment Co.Ltd(300129) , 5.82%), Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) ( Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , 4.53%), Jiangsu New Energy Development Co.Ltd(603693) ( Jiangsu New Energy Development Co.Ltd(603693) , 3.53%).
Comments
Recently, Shandong Provincial Department of housing and urban rural development, the provincial development and Reform Commission, the Provincial Department of industry and information technology, the Provincial Department of finance, the provincial market supervision bureau and the Provincial Energy Bureau jointly issued the development plan for building energy efficiency and green buildings in Shandong Province during the 14th five year plan period. On the basis of summarizing the achievements of the 13th five year plan and scientifically studying and judging the development situation, the development plan defined the development objectives and Key tasks and safeguard measures. In terms of development objectives, 17 quantitative indicators are proposed for six aspects: green buildings, energy conservation of new buildings, energy conservation and green transformation of existing buildings, application of renewable energy and clean energy, industrialization of new buildings, total energy consumption and double control of intensity. Among them, 3 binding indicators are: more than 500 million square meters of new green buildings, 100% of new civil buildings, Newly started prefabricated buildings account for more than 40% of new buildings, including more than 50% in Jinan, Qingdao and Yantai. The plan defines the three key tasks of comprehensively promoting the high-quality and intensive development of green buildings, vigorously promoting the coordinated development of building energy conservation in multiple fields, and actively promoting the green and low-carbon development of the construction industry chain. It puts forward 14 specific tasks, such as improving the construction quality of green buildings, continuously improving the energy efficiency level of new buildings, and vigorously developing prefabricated buildings. With the continuous introduction of local new energy policies, it is recommended to enter when the current valuation level of wind power and photovoltaic sectors is relatively low.
Industry dynamics
Recently, the “report on the implementation of China’s monetary policy in the first quarter of 2022” released by the people’s Bank of China shows that since November 2021, the people’s Bank of China has provided 138.6 billion low-cost funds to commercial banks through carbon emission reduction support tools, with a profit of only 1.75%; Commercial banks provide financial support at 60% of the loan principal, focusing on supporting projects in the field of carbon emission reduction, including wind power and photovoltaic projects. Therefore, the actual loan amount of commercial banks is about 231 billion yuan. (Polaris power grid)
Company dynamics
Hangzhou First Applied Material Co.Ltd(603806) ( Hangzhou First Applied Material Co.Ltd(603806) ): the company issued the plan for public issuance of convertible bonds in 2021. The number of shares issued this time does not exceed 49226320 shares, which does not exceed 30% of the total share capital of the company before this issuance. The total amount of funds raised from this issuance of shares to specific objects does not exceed 172 million yuan. The funds raised are intended to be used for the construction project of aluminum plastic film with an annual output of 200 million square meters of mingguan lithium film company Jiaming film company has an annual output of 100 million square meters of fluorine-free backplane construction project, etc. (company announcement)
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
