More than 100 countries have pledged to triple the installed capacity of renewable energy, and the industrial chain is expected to expand – Mobile Finance

More than 100 countries have committed to tripling renewable energy installed capacity, and the industrial chain is expected to increase in volume

financial

2023-12-04 08:35:22

The 28th Conference of the Parties (COP28) of the United Nations Framework Convention on Climate Change, which is being held in Dubai, United Arab Emirates, made great progress over the weekend. More than 100 countries agreed at this COP28 meeting to triple the global installed capacity of renewable energy power generation to at least 11,000 gigawatts by 2030; and to double the global average annual energy efficiency improvement rate by 2030. 2% increased to 4%. Analysts believe that solar and wind energy will become the main increase in renewable energy installed capacity before 2030. With advantages in price and delivery efficiency, domestic manufacturers that are vigorously developing overseas markets are expected to accelerate their “going overseas” and focus on offshore wind power.

According to the “Global Offshore Wind Power Report 2023” released by the Global Wind Energy Council (GWEC), global offshore wind power will have 8.8GW of newly installed capacity in 2022, with a cumulative installed capacity of 64.3GW; in the next ten years (2023~2033), offshore wind power in Europe and the Asia-Pacific region will The total newly installed capacity was 157GW and 186GW respectively. Currently, my country has formed a complete offshore wind power industry chain. The “Global Offshore Wind Power Industry Chain Development Report” shows that my country’s wind turbine production capacity accounts for 60% of the global market, blade production capacity accounts for 64% of the global market, gearbox production capacity accounts for 80% of the global market, and generator production capacity accounts for 73% of the global market. %, fixed foundation production capacity accounts for 76% of the global market. my country has become the country with the largest cumulative installed capacity of offshore wind power in the world, and has driven the development of global offshore wind power. Domestically, since October 2023, factors hindering the start of construction of sea wind projects have gradually weakened, offshore wind power projects across the country have accelerated, and market sentiment has continued to warm. Coupled with the arrival of the peak shipment period of the industrial chain in the second half of the year, Haifeng is expected to maintain high economic growth.

Debon Securities recently pointed out that the photovoltaic sector recommends focusing on several main lines: 1) Component companies with new cell technology and integrated advantages: JinkoSolar, JA Solar, Trina Solar, Risen Energy, Longi, etc.; 2 ) Cell segments with high profitability certainty and the emergence of new technologies: Aixu Co., Ltd., Junda Co., Ltd., etc.; 3) Silicon chip companies with their own efficiency or volume growth logic: TCL Zhonghuan, Shuangliang Energy Saving, etc.; 4) Benefit from the overall Inverter companies that are focusing on capacity improvement and energy storage: Sungrow, Jinlang Technology, Deye Technology, GoodWe, Yuneng Technology, etc. 5) Benefit from the auxiliary materials segment with high demand: Foster, Flat, Haiyou New Materials, etc.

It is recommended to pay attention to the wind power sector: 1) Seawind-related targets are recommended to pay attention to: Taisheng Wind Energy, Dongfeng Cable, Sail Cable; 2) Upstream wind power parts suppliers are recommended to pay attention to: Zhenjiang Co., Ltd., Jinlei Co., Ltd., Xinqianglian, etc.; 3) Complete machine Suggestions: Sany Heavy Energy, Mingyang Intelligent, etc.