Green economy and Finance
The State Council emphasizes the green development of digital economy during the 14th Five Year Plan period
Carbon emission trading: the national carbon price rose slightly, with the highest trading volume in Guangdong
Green energy index: high shock, outperforming Shanghai and Shenzhen 300 index
Carbon neutral theme Fund: rising more in the week
Traditional energy and environmental protection
In November, the power consumption increased by 3.1% year-on-year; The price of thermal coal rose and the price of crude oil rose
The Ministry of ecology and environment held the National Conference on ecological and environmental protection in 2022
Chengdu issues energy structure adjustment policy
Foryou Corporation(002906) : the signing and commencement ceremony of sodium ion cell project of Xinneng Co., Ltd. was held
New energy and power equipment
The weekly average price of polycrystalline silicon compact was flat month on month, the price of M6 monocrystalline silicon was flat month on month, the price of M6 battery was flat month on month, and the price of 440-450w module was flat month on month
Polysilicon prices stabilized and rebounded
Ginlong Technologies Co.Ltd(300763) : 2021 annual performance forecast
New materials and nonferrous metals
Energy metal lithium prices continued to rise, and industrial metal prices rose as a whole
Baotou Rare Earth Research Institute has made new progress in rare earth electrothermal materials
Ministry of industry and information technology: accelerating the development of lithium resources in China
Many minerals have been found in Qaidam Basin, Qinghai Province: new material minerals containing beryllium oxide and rare earth
Investment advice
Electric power and public utilities: it is recommended to pay attention to relevant companies in clean energy technology, carbon monitoring and other businesses; The increase of electricity price is conducive to improving the performance of power plants. It is recommended that China National Nuclear Power Co.Ltd(601985) , China Yangtze Power Co.Ltd(600900) , Sdic Power Holdings Co.Ltd(600886) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shenergy Company Limited(600642)
Coal: the price of coal has dropped sharply. Pay attention to the supply increment, recommend China Shenhua Energy Company Limited(601088) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , and pay attention to Shan Xi Hua Yang Group New Energy Co.Ltd(600348) of sodium ion battery
New energy: in terms of photovoltaic, it is recommended to pay attention to silicon wafer consumables (diamond wire and thermal field), tracking support and other links with a relatively good pattern; In terms of wind power, it is recommended to pay attention to the whole wind power plant and parts that can effectively transmit the price rise of raw materials to the downstream
New materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) benefiting from carbon neutralization and rapid growth in demand
Nonferrous Metals: focus on the continuous release of future capacity Zijin Mining Group Company Limited(601899)
