Chuan caizhou’s view
Accelerate the transformation of rural energy, promote the realization of the “double carbon” goal and promote the development of rural economy. Recently, the national energy administration, the Ministry of agriculture and rural areas and the National Bureau of Rural Revitalization issued the implementation opinions on accelerating the transformation and development of rural energy and promoting rural revitalization. The main objectives set out in the implementation opinions are to build a number of green and low-carbon pilot projects for rural energy by 2025, continuously increase the proportion of wind power, Cecep Solar Energy Co.Ltd(000591) , biomass energy and geothermal energy in rural energy, further enhance the guarantee capacity of rural power grid, develop and expand distributed renewable energy, and widely apply new green and low-carbon models and new business forms, The new energy industry has become an important supplement to the rural economy and an important channel for increasing farmers’ income, and the formation of a green and diversified rural energy system has been accelerated. At present, the energy supply in rural areas is still dominated by traditional firewood and bulk coal, which has low energy utilization efficiency and serious environmental pollution problems. The rapid development of wind power, photovoltaic and other renewable energy will transform rural energy to green and low-carbon, and rural power supply will be further guaranteed. Secondly, the transformation of energy will also make a large number of projects and funds flow into the countryside, drive the development of rural economy and help achieve the goal of “common prosperity”.
Digital power industry development. The State Council issued the “14th five year plan” for the development of digital economy, and proposed to promote the development of cloud network coordination and computing network integration. Accelerate the construction of a national integrated big data center system with collaborative computing power, algorithms, data and application resources. The transformation of digitization and intelligence will also empower the development of power industry. With the continuous increase of medium Shanxi Guoxin Energy Corporation Limited(600617) installed capacity, the proportion of new energy power generation is also increasing. However, new energy power generation represented by photovoltaic and wind power is extremely sensitive to weather and climate conditions, which undoubtedly puts forward higher requirements for the stability of the power grid. Therefore, accurate digital information will play an important role in making full use of renewable energy and improving power dispatching capacity. The development of digital economy and the integration of “power” and “computing power” will greatly promote the construction of new power system and add new growth power to the industry.
Market performance in one week
This week, the power industry index fell 1.64%, and the Shanghai and Shenzhen 300 index fell 1.80%. Among the sub sectors, the thermal power index fell by 3.08%, the hydropower index rose by 0.36%, the photovoltaic power index fell by 1.87%, and the wind power index fell by 3.88%.
Industry dynamics
From April 1, 2022, Shandong will ensure the healthy development of distributed PV from the aspects of strengthening the access capacity evaluation of distributed PV projects, strengthening safe operation conditions, and standardizing network related technical parameters.
Company announcement
Longyuan Power (00916): in December 2021, the group completed about 6.5499 million megawatt hours of power generation according to the consolidated statement, an increase of 17.38% over the same period in 2020.
Risk tips: the epidemic situation fluctuates more than expected, the price rise is less than expected, and the installed capacity is less than expected.
