20230611-德邦证券-环保与公用事业周报_广东省印发促进新型储能电站发展措施_CCER有望年内重启_19页_1mb

Report Summary

Market Performance

The公用事业 industry指数 decreased by 0.09%, and the环保 industry指数 declined by 1.56%. Within公用事业, hydropower increased by 22.9%, and within环保, landscape companies rose by 20.1%.

Policy Updates

• Guangdong发改委 issued the《广东省促进新型储能电站发展若干措施》, promoting user-side energy storage发展.
• US government released the《American National Clean Hydrogen Strategy》, targeting 50 million tons of clean hydrogen production by 2050 and supporting domestic hydrogen investments.
• Zhejiang Province announced plans for hydrogen corridor development, aiming to build at least 50 hydrogen stations by 2025.

Industry Dynamics

• Environmental: Shandong Province's carbon peak plan focuses on green industrial transformation, recommending stocks like High Energy Environment和Rui Chen Environmental. Also, national policy encourages green technology equipment upgrades, highlighting聚光科技and皖仪科技.
• Public Utilities: Guangdong's new measures emphasize flexible energy storage networks and reliability for key users. Investment in clean hydrogen energy is boosted by the US strategy and Chinese initiatives like the potential CCER restart.

Investment Recommendations

• For energy storage and hydrogen, recommended stocks include苏文电能, 华电重工, and 隆基绿能.
• CCER market may restart this year, based on K climate司 statements.

Summary Insights

The report highlights policy-driven growth in renewable energy storage and hydrogen sectors, with caution on market volatility, offering specific stock picks for investment opportunities.