Industry tracking: core data tracking of green energy and manufacturing industry chain


On February 14, 2022, the Shanghai Composite Index closed at 3428.88 points, down 0.98%;The Shenzhen Component Index closed at 13123.21 points, down 0.76%;Pv index closed at 4223.50 points, down 0.34%.The wind power index closed at 2,894.19 points, down 0.51%.Among them, the top three companies in the photovoltaic industry are: High Test Shares (688,556,5.60%), Lucky Film (600,135,2.34%), Trina Solar (688,599,2.27%).The top three companies in the wind power industry were: dongfang energy (000958,10.00%), daijin heavy industries (002487,5.40%) and tianshun wind energy (002531,4.02%).Comment on February 14, in hebei province issued “on the safe in order to do a good job of backward production capacity of coal industry related notice notice points out, in accordance with requirements of the development and reform commission energy administration related documents, hebei province will be fully combed eligible for elimination closure and termination of service without power unit, eliminate backward production capacity in 2022-2024 plan is put forward.The elimination scope is mainly in the following five categories: 1.Units with a single power supply capacity of less than 30W kilowatt and coal consumption per unit is still less than the provincial average level (305g/kW) without modification.2.A single unit of less than 300,000 kW, the design of the expiration of the life of the unit.3.In the single 300 thousand kw and above hot spot cogeneration unit heating radius of 30 km of backward coal-fired small hot spot unit.4.Units that have been out of service for more than 3 years and are not in operation condition.5.Illegal construction of coal-fired units.Hebei province has played a leading role in the elimination of coal-fired power units, and it is expected that with the implementation of the “double carbon” policy, coal power will be further flexible transformation or retirement.The foundation of decommissioning coal power is the rapid development of clean energy and the guarantee of the necessary energy demand for people’s livelihood. We continue to look forward to listed companies related to wind power, photovoltaic and energy storage.Industry Dynamics 1.Recently, Turpan Municipal Development and Reform Commission released the bidding Announcement of competitive Allocation of Affordable Grid-connected New Energy Projects in Turpan in 2021-2022. According to the announcement, the 300,000 kW affordable grid-connected wind power project in Xiaocao Lake Wind District, Gaochang District of Turpan has started the bidding competition, and the project will be completed and grid-connected at full capacity before December 31, 2022.Energy storage units will be completed and connected to the grid by December 31, 2022.(The supporting scale of energy storage facilities of wind power projects should not be less than 10% and the discharge time should not be less than 2 hours.(Polaris Power Network) Dynamic Hesheng Silicon Industry (603260) : The company announced the foreign investment announcement of its wholly-owned subsidiary xinjiang Central Hesheng Silicon Industry Co., LTD. The subsidiary will invest and construct an annual output of 200,000 tons of high-purity polysilicon project in Urumqi Ganquanbao Economic and Technological Development Zone, with an investment scale of 17.5 billion yuan.In addition to polysilicon, the project also has a 100,000 ton/year caustic soda unit. The construction period of the project is from May 2022 to May 2025.Risk warning: the outbreak is more than expected volatility, policy changes risk.(Article source: Chuancai Securities)

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