Events
On January 19, 2022, the Shanghai Composite Index closed at 3558.18 points, down 0.33%; The Shenzhen composite index closed at 14207.19 points, down 1.28%; The power sector index closed at 3268.28 points, down 0.64%. Among them, the top three companies in the photovoltaic equipment sector are: Jiangsu Zhongli Group Co.Ltd(002309) (002309. SZ, 5.76%), Gcl System Integration Technology Co.Ltd(002506) (002506. SZ, 0.00%), Ginlong Technologies Co.Ltd(300763) (300763. SZ, - 0.19%). The top three companies in the wind power equipment sector are: Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) (601218. Sh, 0.38%), Tongyu Heavy Industy Co.Ltd(300185) (300185. SZ, - 0.89%), Shenzhen Hopewind Electric Co.Ltd(603063) (603063. Sh, - 1.43%). The top three companies in the thermal power sector are: Jiangxi Ganneng Co.Ltd(000899) (000899. SZ, 1.29%), Huaneng Power International Inc(600011) (600011. Sh, 1.10%), Guangdong Baolihua New Energy Stock Co.Ltd(000690) (000690. SZ, 0.54%).
Comments
On January 14, the people's Government of Liaoning Province issued the "14th five year plan" for ecological and economic development of Liaoning Province, which requires promoting the development of new energy industry. Among them, the photovoltaic industry focuses on supporting the development of photovoltaic in rural areas, abandoned mining areas and other places by using idle land, barren slopes and facility agriculture, so as to promote the diversified utilization of Cecep Solar Energy Co.Ltd(000591) . Wind power industry, actively promote the construction of wind farms in Northwest Liaoning and poor areas, layout new wind power according to the principle of both centralization and decentralization, land and sea, and encourage local consumption of wind power. Since 2021, the installed capacity of photovoltaic wind power has been increasing, and the installed capacity of renewable energy power generation in China has exceeded 1 billion kw. The strong support of national policies has led to the rapid development of photovoltaic wind power and other industries, but at present, the proportion of renewable energy power generation in China is still low, and there is still huge development space in the power industry chain. Under the double carbon goal, the construction of new energy power generation is still the focus of future development.
Industry dynamics
\u3000\u30001。 In 2021, Jiangsu's power consumption exceeded 700 billion kwh for the first time: according to the statistical data of State Grid Jiangsu Electric Power Co., Ltd., the power consumption of the whole society in Jiangsu exceeded 700 billion kwh for the first time, reaching 710.12 billion kwh, a year-on-year increase of 11.4%.
Among them, the industrial power consumption was 498 billion kwh, an increase of 10.1%, all reaching a record high. (China Coal Resources Network) 2. Zhejiang Pinghu issued several opinions on the new round of encouraging the construction of photovoltaic power generation projects: on January 11, Pinghu Municipal People's government issued several opinions on the new round of encouraging the construction of photovoltaic power generation projects. It is clear that by the end of the 14th five year plan, the installed capacity of photovoltaic power generation in Pinghu City will reach more than 600 MW, the actual new installed capacity will be more than 200 MW, and the annual average new installed capacity will be more than 40 MW. (Polaris power grid)
Company dynamics
Guangdong Electric Power Development Co.Ltd(000539) (000539): Guangdong Electric Power Development Co.Ltd(000539) holding subsidiary Guangdong Yuedian Yunhe Power Generation Co., Ltd. received the reply on the approval of natural gas cogeneration project of Yunhe Power Generation Company (yfgsk [2022] No. 2) from Yunfu development and Reform Bureau. According to the document, the natural gas cogeneration project of Yunhe Power Generation Company was approved. The project will build two sets of 460 MW improved gas steam combined cycle cogeneration units, supporting the construction of heat supply network project.
The total investment of the project is 2809.7 million yuan, of which the project capital is 561.94 million yuan, accounting for 20% of the total investment of the project, and the rest is solved by bank loans.
Risk tip: the epidemic situation fluctuates more than expected, the installed capacity is less than expected, and the rise of electricity price is less than expected.
