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 atperformance, 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
Table: Chu Lijun
(Editor Bai Baoyu Planning Zhang Ying)
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