Recently, the General Office of the State Council forwarded the National Development and Reform Commission and the National Energy Administration's "Implementation Plan on Promoting the High-Quality Development of New Energy in the New Era", which aims to anchor the total install

2024/05/2406:01:32 hotcomm 1564

Our reporter Zhao Ziqiang and trainee reporter Chu Lijun

Recently, The General Office of the State Council forwarded National Development and Reform Commission, National Energy Administration"Implementation Plan on Promoting High-quality Development of New Energy in the New Era" (hereinafter referred to as the "Implementation Plan" Plan"), which aims to anchor the goal of my country's total installed capacity of wind power and solar power reaching more than 1.2 billion kilowatts by 2030, and accelerate the construction of a clean, low-carbon, safe and efficient energy system.

In this regard, CITIC Securities stated that the "Implementation Plan" specifically proposes development and reform measures in new energy development, consumption, financing, network approval, industrial development, etc., through the use of large-scale wind and solar bases and other diversified methods of development. , improve the adjustment capabilities of source, grid, load and storage, combine new energy market transactions and green electricity transactions to promote consumption, optimize the approval and grid connection process to improve development investment efficiency, continue to play the supporting role of fiscal and financial policies, and effectively promote the healthy and rapid new energy industry development, better utilizing the potential of new energy in ensuring energy supply and assisting the mid- to long-term transformation of energy.

Minsheng Securities pointed out in its research report that the "Implementation Plan" proposes 21 measures focusing on new energy development, consumption, funding, industrial chain, land policy, etc., which is expected to inject a boost into various new energy development entities and promote their development. Accelerate project development and promote the transformation and upgrading of the power system.

Liu Youhua, deputy director of the Wealth Research Department of Paipai.com, believes that in recent years, with the support of policies and funds, my country has made very rapid progress in new energy power generation , and its installed capacity ranks first in the world. The "Implementation Plan" further reflects the country's determination to vigorously develop new energy and helps to enhance the market's confidence in the development of new energy. It is undoubtedly a major benefit to the new energy power generation sector mainly including wind power and solar energy. It is expected that new wind and solar installed capacity will be added in the future. speed up, so we are optimistic about the continued high prosperity of the new energy power generation sector.

html On May 31, Oriental Fortune Choice data showed that the new energy power generation sector opened with strong fluctuations. As of the morning's close, the sector as a whole rose by 1.01%. Among them, energy-saving wind power, Sichuan Energy Power, Jiaze New Energy, Jingyuntong, Jiuyuntong stocks such as Zhouzhou Group all rose by more than 1.9%. Looking back, since May, the new energy power generation sector has continued to strengthen, with an overall increase of 8.48%, outperforming the Shanghai Composite Index in the same period (a cumulative increase of 4.12% during the month). Looking at

performance, Oriental Fortune Choice data shows that among the 14 listed companies with new energy power generation concepts, 8 companies achieved year-on-year growth in net profit attributable to their parent companies in the first quarter of this year, accounting for nearly 60%.

In terms of investment opportunities, Tianfeng Securities stated that the "Implementation Plan" focuses on the difficulties and blocking issues in the development of new energy, innovating development and utilization models, building new power systems, deepening the " decentralization, regulation and " reform, and supporting guidance. Improve policy measures in seven aspects, including healthy industrial development, ensuring reasonable space demand, giving full play to ecological and environmental protection benefits, and improving fiscal and financial policies. In the future, with the gradual implementation of policies, my country's new energy development space is expected to be further opened up. At the same time, the speed of development and construction is also expected to further increase, and help accelerate the expansion of installed capacity.

He Li, general manager of Zhiyu Zhishan Fund, said that the potential of my country's new energy power generation is huge, and more supporting policy details are continuing to be implemented. In the field of wind and solar power generation, some domestic companies have become globally competitive. In the photovoltaic field, I am more optimistic about integrated component companies. With the upstream cost margin improving and downstream demand exceeding expectations, profits may be released. In the field of wind power, we are optimistic about the competitive landscape, high-value components and high-barrier components.

Xuanjia Financial CEO Lin Jiayi, who was interviewed by a reporter from Securities Daily, said that at this time, it is necessary to evaluate the changes in the industry pie and the competitive landscape, and choose whether there are companies with lower valuations and sustained high performance growth. From a long-term value perspective, we need to wait until the industry is further cleared and competitive pressure is reduced, and then we select low-valued companies that can continue to increase their market share.

Zhao Yuanyuan, investment director of Jianhong Times, who holds a cautious view, told reporters that the "Implementation Plan" is good for the fundamentals of stocks related to wind power projects, but the market has fully anticipated the strength of new energy policies, and green electricity The rebound elasticity of investment is relatively small, and the plan will have little short-term stimulation on the market.

In the past month, 6 stocks in the new energy power generation sector have received bullish ratings of "buy" or "overweight" from institutions. Among them, Three Gorges Energy has received the most bullish ratings, 8 times, followed by China Nuclear Power with 7 times, GCL Nengke was rated twice, and stocks such as Sichuan Power, Guangyu Development, and Jinkai New Energy were rated favorably once.

Table: Overview of the market performance of concept stocks in the new energy power generation sector on the morning of May 31

Recently, the General Office of the State Council forwarded the National Development and Reform Commission and the National Energy Administration's

Table: Chu Lijun

(Editor Bai Baoyu Planning Zhang Ying)

hotcomm

But just like some people in life who are obviously young but look older because of their anxiety, the entertainment industry is no exception. In fact, the crew put a lot of effort into highlighting the youthful look. The makeup artist worked hard on the makeup and hair in the ea - DayDayNews

But just like some people in life who are obviously young but look older because of their anxiety, the entertainment industry is no exception. In fact, the crew put a lot of effort into highlighting the youthful look. The makeup artist worked hard on the makeup and hair in the ea

7 male stars with "anxious looks", some are considered 40 years old when they are 20 years old, and some are called big brothers by Jimmy Lin

06/16 1748

Lin Zhiying's eldest brother Lin Zhijie recently returned to the place where he grew up to set up a stall selling rice rolls. Lin Zhiying made a sign today to support it. Lin Zhiying's eldest brother Lin Zhijie, because he likes to eat rice rolls, recently returned to Taipei's Si - DayDayNews

Lin Zhiying's eldest brother Lin Zhijie recently returned to the place where he grew up to set up a stall selling rice rolls. Lin Zhiying made a sign today to support it. Lin Zhiying's eldest brother Lin Zhijie, because he likes to eat rice rolls, recently returned to Taipei's Si

Lin Zhiying sent her brother to work and helped him promote it. Netizens praised it as a heart-warming brotherhood.

06/16 1715

In the photo, Jimmy Lin is worthy of being an ageless man. He does not look old at all. It is impossible to tell that he is 47 years old. He looks more like a young man in his 20s. He was wearing white short-sleeves and black sunglasses that day. He has neat short hair and is ver - DayDayNews

In the photo, Jimmy Lin is worthy of being an ageless man. He does not look old at all. It is impossible to tell that he is 47 years old. He looks more like a young man in his 20s. He was wearing white short-sleeves and black sunglasses that day. He has neat short hair and is ver

Lin Zhiying posted a family of five travel photos. 12-year-old Kimi is as tall as her father. Father and son look like brothers in the same frame.

06/16 1688

On the evening of September 15th, Jimmy Lin and his wife Chen Ruoyi took photos together and posted a post to celebrate their eldest son Kimi's 12th birthday. The couple also carefully prepared a birthday party for their son. The family of three was full of warmth. Kimi's status - DayDayNews

On the evening of September 15th, Jimmy Lin and his wife Chen Ruoyi took photos together and posted a post to celebrate their eldest son Kimi's 12th birthday. The couple also carefully prepared a birthday party for their son. The family of three was full of warmth. Kimi's status

Lin Zhiying and his wife celebrated the birthday of their eldest son. 12-year-old Kimi is as tall as his father. Father and son look like brothers in the same frame.

06/16 1236

Recently, Jimmy Lin posted a video of his son Kimi swimming on social platforms. Her skin has become darker, and her limbs are slender and strong. It can be seen that Kimi has grown taller and her body has become stronger after a long period of exercise. - DayDayNews

Recently, Jimmy Lin posted a video of his son Kimi swimming on social platforms. Her skin has become darker, and her limbs are slender and strong. It can be seen that Kimi has grown taller and her body has become stronger after a long period of exercise.

Lin Zhiying’s son swims in the mansion! 12-year-old Kimi is tall and has strong limbs. She is dark all over and has super white soles.

06/16 1280

On the evening of July 8, Lin Zhiying shared a handsome photo of himself traveling on his personal social platform. He also happily captioned: "The long-awaited summer vacation trip for the children has started." Then Chen Ruoyi liked her husband's handsome photo, and she was in - DayDayNews

On the evening of July 8, Lin Zhiying shared a handsome photo of himself traveling on his personal social platform. He also happily captioned: "The long-awaited summer vacation trip for the children has started." Then Chen Ruoyi liked her husband's handsome photo, and she was in

Lin Zhiying’s wife posted about a family trip. 12-year-old Kimi is taller than her father. Father and son look like brothers when they are in the same frame.

06/16 1743

In order to support the eldest brother's business, Lin Zhiying and his third brother Lin Zhixin came to the scene to support, which made the rice roll shop full of business. After that, he left a message on social media, "Ordinary does not mean unsuccessful. Just like rice rolls, - DayDayNews

In order to support the eldest brother's business, Lin Zhiying and his third brother Lin Zhixin came to the scene to support, which made the rice roll shop full of business. After that, he left a message on social media, "Ordinary does not mean unsuccessful. Just like rice rolls,

Lin Zhiying’s eldest brother Lin Zhijie’s recent situation is exposed! With a monthly income of more than 50,000, he no longer relies on his brother’s reputation to make money

06/16 1777

In order to support the eldest brother's business, Lin Zhiying and his third brother Lin Zhixin came to the scene to support, which made the rice roll shop full of business. After that, he left a message on social media, "Ordinary does not mean unsuccessful. Just like rice rolls, - DayDayNews

In order to support the eldest brother's business, Lin Zhiying and his third brother Lin Zhixin came to the scene to support, which made the rice roll shop full of business. After that, he left a message on social media, "Ordinary does not mean unsuccessful. Just like rice rolls,

Lin Zhiying’s latest situation is exposed! Selling rice rolls on the street earns more than 50,000 yuan a month, and he also provides a house for his brother to live in

06/16 1938

The elder brother is the ageless superstar Lin Zhiying, and the younger brother Lin Zhixin is not baby-faced. He looks older than his brother. Zhu Yin is not only a goddess in the eyes of many viewers, but also the envy of her peers. Not only because of her good acting skills, bu - DayDayNews

The elder brother is the ageless superstar Lin Zhiying, and the younger brother Lin Zhixin is not baby-faced. He looks older than his brother. Zhu Yin is not only a goddess in the eyes of many viewers, but also the envy of her peers. Not only because of her good acting skills, bu

The elder brother is the ageless superstar Lin Zhiying, and the younger brother Lin Zhixin is not baby-faced, he looks older than his elder brother

06/16 1869

He still looks like a teenager after becoming a father. In addition to his outstanding acting career, Jimmy Lin is also a racing driver and entrepreneur. He runs multiple companies and is known as a winner in life. - DayDayNews

He still looks like a teenager after becoming a father. In addition to his outstanding acting career, Jimmy Lin is also a racing driver and entrepreneur. He runs multiple companies and is known as a winner in life.

Brother Lin Zhiying sells rice rolls to make a living. He was a little angry when he was recognized. In fact, he has a house and a company under his name.

06/16 1694