According to the "Medium and Long-term Development Plan for Pumped Storage Energy (2021-2035)", by 2025, the total scale of pumped storage energy production will be more than 62 million kilowatts; by 2030, the total scale of production will be about 120 million kilowatts; by 2035, a total of To meet the demand for large-scale development of high proportion of new energy, a modern pumped storage industry with advanced technology, high-quality management and strong international competitiveness will be developed, and a number of large-scale backbone pumped storage enterprises will be cultivated.
According to the analysis of China's carbon peak path, China's clean energy power generation will replace thermal power after 2030. In recent years, the installed capacity of wind power and photovoltaic unstable electric energy has increased rapidly. In order to stabilize the power grid and reduce the abandonment of light and wind, synchronization It is imperative to add supporting energy storage. Among all current energy storage projects, pumped hydro storage has the lowest cost, and pumped hydro storage accounts for as high as 86% of energy storage. In the context of stable growth, increasing the scale of pumped hydro energy storage will help stimulate investment, while also ensuring the development of the power industry, promoting the development of new energy, and accelerating my country's low-carbon transformation of new energy. During the "14th Five-Year Plan" period, 219 pumped hydro energy storage projects will be approved, with a total investment of approximately 1.6 trillion yuan. For stocks related to pumped storage, you can pay attention to the new energy construction leader China Power Construction, the expected restructuring target Wenshan Electric Power, and the generating unit Zhefu Holdings.
Power China (601669) is a leading company in new energy construction. From January to May 2022, it signed new contracts of 386.268 billion yuan, a year-on-year increase of 29.26%. In terms of pumped storage, the company is the world's leading enterprise in the planning, design, and construction of pumped storage power stations. It has covered the entire pumped storage industry chain and participated in the construction of more than 40 pumped storage power stations.
Wenshan Electric Power (600995) hydroelectric power generation, power supply and distribution. The company acquired China Southern Power Grid Peak Regulation and Frequency Regulation Power Generation Co., Ltd. from China Southern Power Grid Company . If this reorganization is successfully completed, Wenshan Electric Power's main business will be changed to pumped storage, peak shaving hydropower and grid-side independent energy storage business. Development, investment, construction and operation.
Zhefu Holdings (002266) is mainly engaged in the research and development and manufacturing of clean energy equipment, harmless treatment of hazardous waste and recycling of renewable resources. The company's products cover three major models: tubular flow turbine generator sets, axial flow turbine generator sets and Francis turbine generator sets, as well as general contracting of hydropower engineering electromechanical , pumped storage generator sets and general contracting of power station electromechanical equipment. project.
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