Index
On May 18, 2022, the Shanghai Composite Index closed at 308598 points, down 0.25%; Shenzhen composite index closed at 1120808 points, down 0.20%; Photovoltaic index closed at 391426 points, up 1.96%; The wind power index closed at 229153 points, up 1.05%. Among them, the top three companies in the photovoltaic industry are: Jiangsu Zhongli Group Co.Ltd(002309) ( Jiangsu Zhongli Group Co.Ltd(002309) , 10.09%), Clenergy(Xiamen)Technology Co.Ltd(603628) ( Clenergy(Xiamen)Technology Co.Ltd(603628) , 10.00%), Shenzhen Kstar Science & Technology Co.Ltd(002518) ( Shenzhen Kstar Science & Technology Co.Ltd(002518) , 9.98%). The top three companies in the wind power industry are: Jiangyin Hengrun Heavy Industries Co.Ltd(603985) ( Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , 6.86%), Changzhou Tiansheng New Materials Co.Ltd(300169) ( Changzhou Tiansheng New Materials Co.Ltd(300169) , 6.35%), Ning Xia Yin Xing Energy Co.Ltd(000862) ( Ning Xia Yin Xing Energy Co.Ltd(000862) , 5.17%).
Comments
Recently, 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 vigorously develop new and clean energy, promote the development of photovoltaic and wind power bases, plan and layout demonstration projects for the industrialized application of hydrogen energy, and actively develop and utilize geothermal resources. By the end of the 14th five year plan, the installed capacity of new and clean energy will account for 50%, Power generation accounts for 30%. 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 and application of energy storage in renewable energy consumption, distributed power generation, energy Internet and other fields. By 2025, the industrial structure, energy structure and transportation structure will be significantly optimized, the proportion of green industries will be significantly increased, the green transformation of production and lifestyle will be effective, and the energy utilization efficiency will be greatly improved, The total discharge of major pollutants continued to decrease and the ecological environment continued to improve The market-oriented green technology innovation system is more perfect, and the system of laws and policies is more effective. With the increasing support for green energy construction in the relevant plans of the 14th five year plan of various provinces and cities, the wind power photovoltaic industry has also maintained a high landscape. In the market with low valuation in the current period, it is recommended to actively layout.
Industry dynamics
On May 16, the people’s Government of Jiangsu Province issued a notice on several measures to accelerate infrastructure investment and construction. The notice pointed out that 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. To ensure the implementation of a batch of projects in accordance with the law, strengthen the reserve and scientific demonstration mechanism of a batch of projects, and ensure the implementation of a batch of projects in accordance with the law. (Polaris power grid)
Company dynamics
Shenzhen Kstar Science & Technology Co.Ltd(002518) ( Shenzhen Kstar Science & Technology Co.Ltd(002518) ): the company issued the announcement on the implementation of equity distribution in 2021. Based on the total share capital of 582445394 shares as of December 31, 2021 and the share capital of 582225094 shares after deducting 220300 shares held by the company’s special account for repurchase, the company distributed 2.5 yuan in cash (including tax) to all shareholders for every 10 shares, totaling 14555627350 yuan in cash. (company announcement)
Risk warning: the epidemic situation fluctuates beyond expectations and the risk of policy change
