[daily market conditions]
Today, the Shanghai stock index fell 0.33% to close at 3558.18 points; Shenzhen composite index closed at 14207.19 points, down 1.28%; The gem index closed at 3075.98 points, down 2.17%. In terms of sectors, games, cement building materials and Internet services led gains, while energy metals, batteries and wind power equipment led declines. In terms of capital flow, banking, home appliance industry and game industry were the main net inflow. Today, the two cities traded a total of 1.07 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the investment opportunities related to the construction of trans provincial transmission channels.
Li Yunqing, director of the economic operation regulation Bureau of the national development and Reform Commission, said at a press conference on the 18th that it is expected that the national power consumption and maximum power load will still grow rapidly in 2022, and the national development and Reform Commission will make every effort to ensure power supply with relevant parties. It will accelerate the approval of trans provincial transmission channels, start construction and put into operation as soon as possible, and effectively improve the ability of optimizing the allocation of resources on a large scale. Make full use of the advantages of unified dispatching of the whole network to achieve mutual assistance between surplus and shortage and complementarity between peak and valley. Implement the system of giving priority to power generation across provinces and regions, scientifically formulate the power balance scheme across provinces and regions, and effectively enhance the overall supply guarantee capacity of the country. Establish and improve the market-oriented mechanism for optimal dispatching across provinces and regions to promote the overall balance of supply and demand.
Power transmission capacity is the key factor restricting the Shanxi Guoxin Energy Corporation Limited(600617) development and consumption. The construction of inter provincial transmission channels can better ensure the optimal allocation of power resources and form a national unified power market. On March 1, 2021, the State Grid issued the action plan of “carbon peaking and carbon neutralization”, which proposed that during the 14th Five Year Plan period, the built cross regional transmission channels of the State Grid will gradually realize full transmission, and the transmission capacity will be increased by 35.27 million KW. It is estimated that by 2025, the trans provincial and trans regional transmission capacity of the company’s business area will reach 300 million KW, and the transmission of clean energy will account for 50%. By 2030, the trans provincial and trans regional transmission capacity will be increased to 350 million KW. With the overall acceleration of the construction of trans provincial transmission channels, industrial chain companies will usher in opportunities.
