Important policies and events in China: the CPC Central Committee and the State Council: building a unified national energy and ecological environment market. National Energy Administration and Ministry of science and technology: put forward the overall goal of energy science and technology innovation during the 14th Five Year Plan period. Central finance and Economic Commission meeting: building a number of new green and low-carbon energy bases. Six ministries and commissions including the Ministry of industry and information technology: the petrochemical industry will prepare a catalogue of high-carbon products and build a full life cycle green manufacturing system.
Operation of green industry market: from January to April, wind power generation increased by 6.8% year-on-year, and photovoltaic power generation increased by 14.8%; In terms of cost, the cost of spare parts continued to rise this month; In terms of local carbon market, the price trend of local carbon market is seriously differentiated. The carbon price in Guangdong is maintained at a high level of 70-90 yuan / ton, while the average transaction price in Shenzhen market is the lowest, basically maintained at a low level below 10 yuan / ton. In the national carbon market, the carbon price remained volatile at about 60 yuan, and the trading volume was still low, only 1.45 million tons.
Industry trends: Longi Green Energy Technology Co.Ltd(601012) continue to raise the price of silicon wafer Xinjiang Goldwind Science And Technology Co.Ltd(002202) plans to build Wenzhou offshore wind power industry base Eging Photovoltaic Technology Co.Ltd(600537) , Risen Energy Co.Ltd(300118) won the bid for 950mw components of Shandong Electric Power Engineering Consulting Institute Tbea Co.Ltd(600089) plans to invest 2.375 billion yuan in the construction of 400MW new energy power station project; Hongde shares were listed on the gem of Shenzhen Stock Exchange, and the IPO raised 536 million yuan.
International trends: Hong Kong will restart the issuance of government retail Green bonds with a maximum issuance amount of 20 billion yuan; The UK government will guarantee a £ 400m loan for research and development of hydrogen energy.
Credit events: this month, there were no negative credit events such as default, extension and rating downgrade of bond issuing enterprises related to green industry.
