Events
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%; The power sector index closed at 288974 points, down 0.62%. Among them, the top three companies in the photovoltaic power generation sector are: Beijing Xiaocheng Technology Stock Co.Ltd(300139) ( Beijing Xiaocheng Technology Stock Co.Ltd(300139) . SZ, 3.83%), Jiawei Renewable Energy Co.Ltd(300317) ( Jiawei Renewable Energy Co.Ltd(300317) . SZ, 3.11%), Beijing Jingyuntong Technology Co.Ltd(601908) ( Beijing Jingyuntong Technology Co.Ltd(601908) . Sh, 2.28%); The two companies of thermal power board Rose: ST Huayuan ( Huadian Energy Company Limited(600726) .sh, 5.24%) and Guangzhou Hengyun Enterprises Holdings Ltd(000531) ( Guangzhou Hengyun Enterprises Holdings Ltd(000531) .sz, 0.59%).
Comments
The people’s Government of Shanxi Province issued the implementation opinions on accelerating the establishment and improvement of the green and low-carbon circular development economic system of our province. The document pointed out that we should promote pumped storage and new energy storage Take pumped storage as the main direction, accelerate the construction of Yuanqu and Hunyuan pumped storage power stations, and actively strive to start more than 10 pumped storage projects Promote the development of “integration of scenery, fire and storage” and “integration of source, network, load and storage”, and gradually improve the consumption capacity of new energy Accelerate the R & D and promotion of energy storage technology, support energy enterprises, scientific research institutes and universities to focus on tackling key technical problems, and promote the demonstration application of energy storage in renewable energy consumption, distributed power generation, energy Internet and other fields. In recent years, renewable construction such as photovoltaic wind power has ushered in explosive growth, and energy development has also developed from centralized to “centralized” + “distributed”. The vigorous development of distributed generation also drives the high increase of energy storage demand. Pumped storage, as a relatively mature energy storage method, is expected to usher in high-speed growth.
Industry dynamics
1. The review meeting of the feasibility study report of Hunan Anhua pumped storage power station was held in Anhua, Hunan Province. According to the medium and long term development plan of pumped storage (20212035) issued by the national energy administration, Anhua pumped storage power station in Hunan is a key project in the 14th five year plan. The installed capacity of the power station is 2400mw. After the completion of the project, it will undertake the tasks of peak shaving, valley filling, energy storage, frequency modulation, phase modulation and emergency standby of Hunan power grid. (Polaris power network) 2. The general office of Jiangsu provincial government forwarded the notice of the provincial development and Reform Commission and other departments on several measures to accelerate infrastructure investment and construction. In terms of energy infrastructure, accelerate the construction of energy projects such as power grid, oil and gas pipeline network and large-scale power generation projects, carry out preliminary work of offshore wind power, and promote the construction of a number of centralized photovoltaic projects. (Polaris power grid)
Company dynamics
Shanghai Electric Power Co.Ltd(600021) ( Shanghai Electric Power Co.Ltd(600021) ): the issuance examination committee of China Securities Regulatory Commission examined the application of Shanghai Electric Power Co.Ltd(600021) non-public offering of A-Shares on May 16, 2022. According to the review results of the meeting, the company’s application for non-public offering of A-Shares was approved. （iFinD）
Risk warning: the epidemic situation fluctuates more than expected, and the price of raw materials fluctuates.
