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the National Energy Administration issued the guidance on energy work in 2022, and more than 30 oversold wind power and photovoltaic concept stocks were increased by going north.
Russia Ukraine situation eased, commodity diving
Russia Ukraine negotiations showed positive signals, the regional situation eased, the global stock market rose collectively, and commodity diving once occurred.
according to CCTV, Russia and Ukraine held a new round of face-to-face negotiations at the dormabach palace in Istanbul, Turkey on the 29th. After the meeting, Turkish Foreign Minister chavusholu said that the negotiations on the 29th had made the most progress so far, and the two sides had reached agreement on some topics. The head of the Russian delegation said that the negotiations on Tuesday were quite constructive; Russia has received the Ukrainian proposal on maintaining neutrality and nuclear free status; Ukraine renounces any military alliance.
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were positively affected by the progress of the negotiations between Russia and Ukraine, and the market’s concern about the geographical situation was greatly reduced. Safe haven assets once plunged, WTI crude oil, oil distribution and gold fell sharply, and gold futures once fell below the $1900 / ounce mark. U.S. wheat and corn futures both fell by the intraday limit. International metal futures also plunged. LME aluminum fell more than 5% and LME nickel closed down more than 3%.
global stock markets rose. As of the close, major European stock indexes collectively closed up, with Germany’s DAX30 index up 2.8%, Britain’s FTSE 100 index up 0.84%, France’s CAC40 index up 3.08% and Europe’s Stoxx 50 index up 3%.
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US stock indexes collectively closed up for two consecutive days, and the S & P reached a new high of more than two months for four consecutive days. As of the closing, the NASDAQ closed up 1.84%, the highest since January 14; S & P closed up 1.23% and the Dow closed up 0.97%, the highest since February 9.
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as of the close, Apple Rose 1.91% and its share price recorded 11 consecutive rises. This is a rare feat in Apple’s 41 year listing history, and it also erased all the declines since the beginning of the year. Its market value increased by nearly $430 billion, exceeding the total market value of Wal Mart.
delisting system, issued by the central office and the state office, strictly implemented, issued, major violations, cases, credit, fields, opinions 
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FTSE China A50 Index also rose, up 0.61% as of the publication.
wind power and photovoltaic welcomed the good, and the over falling blue chip stocks were released.
the National Energy Administration issued the guiding opinions on energy work in 2022. The opinions put forward that the total national energy production reached about 4.41 billion tons of standard coal, about 200 million tons of crude oil and about 214 billion cubic meters of natural gas. We will ensure an adequate supply of electricity, with an installed capacity of about 2.6 billion kilowatts and a power generation capacity of about 9.07 trillion kwh. We will increase the peak power generation capacity by more than 80 million kilowatts, and the transmission capacity of the “west to East power transmission” will reach about 290 million kilowatts. The proportion of coal consumption decreased steadily, the proportion of non fossil energy in the total energy consumption increased to about 17.3%, and the proportion of wind power and photovoltaic power generation in the power consumption of the whole society reached about 12.2%. The opinions of
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also mentioned that we should vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation. According to the statistics of
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Securities Times · data treasure, photovoltaic and wind power, as the hottest branches of the new energy track, the upstream and downstream companies have benefited significantly, and many bull stocks such as Tongwei shares, sunshine power and Jingao technology have been born. However, the performance of these two sectors has been poor this year. Since March, the overall decline of wind power and photovoltaic sectors has exceeded the decline of the market. In terms of individual stocks, among the more than 110 concept stocks of wind power and photovoltaic, only 14 have recorded positive gains and losses since March, with Sanfu shares, Shanmei international and Dongfang energy leading the gains, all exceeding 10%. The shares of
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Tianshun wind energy have fallen by 35.3% since March, taking the lead. However, while the share price fell, northbound funds continued to be optimistic about Tianshun wind energy. In the trading days since March 9, there was only a small net outflow on the 23rd, and northbound funds continued to increase positions on the other trading days, with a cumulative net purchase amount of 654 million yuan in the month. At present, 85 concept stocks of
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have issued annual reports or performance forecasts. The share prices of 27 stocks have retreated by more than 40% compared with last year’s high. The share prices of Lianhong Xinke, dike, Shangji CNC and huazi technology have fallen by more than 60% compared with last year’s high. The rolling P / E ratio of several stocks is less than 30 times. In terms of
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funds, since March, more than 30 oversold wind power and photovoltaic concept stocks have been increased by northbound funds, and the cumulative net purchase amount of northbound funds of sunshine power ranked first, reaching 3.189 billion yuan. The cumulative net purchase amount of northbound funds of Longji shares and Trina Solar Energy exceeded 1 billion yuan.
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at present, five concept stocks have released performance forecasts for the first quarter of this year. The forecast type of mingguan new material is uncertain, and the performance forecast types of Tongwei Co., Ltd., Jinbo Co., Ltd., TBEA and Zhejiang Xinneng are all increased in advance. Zhejiang Xinneng has the largest increase in net profit in the first quarter. The company expects to realize a net profit attributable to the parent company of 175-210 million yuan in the first quarter of 2022, with a year-on-year increase of 629.57% to 775.65%. During the reporting period, the power generation of the company’s hydropower projects increased compared with the same period of last year. The new wind power projects were put into operation for power generation and the acquisition of hydropower project assets generated income, and the performance increased compared with the same period of last year. In addition, the first quarter results of Tongwei shares and Jinbo shares doubled year-on-year.
(source: Securities Times)