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China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

author:The King of the Mountains and the Lady of the Press

Green electricity

For the concept of green electricity, most researchers at home and abroad accept the view of "renewable energy generation represented by wind power, photovoltaics, etc.", and carry out research related to its implementation mechanism on this basis. With the proposal of the "double carbon" strategic goal and the gradual increase in the construction of a green manufacturing system, the connotation of the concept of green electricity should also be further deepened.

China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

(1) From the perspective of reducing carbon emissions, the energy structure of green electricity should be mainly based on low-carbon emission power generation. For example, according to the provisions of carbon emission methodology, compared with the baseline scenario, renewable energy generation such as wind power and photovoltaics can produce a certain amount of emission reductions, which is the main form of energy supply to achieve the "double carbon" goal in the future.

(2) From the perspective of energy conservation, the energy efficiency management mode of green electricity should focus on energy-saving technology and the application of energy-saving equipment, and effectively control the energy loss in the process of energy generation, transmission, distribution, transmission and use with the help of information technology.

(3) From the perspective of environmental protection, green electricity should show the source control of environmental pollutant emissions, the technology and management results of end treatment, and highlight the environmental performance of energy production and use processes.

China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

(4) From the perspective of ecological design, the development of green power should reflect the protection of the ecological environment in the aspects of power construction and power operation, and pay attention to maintaining the ecological balance of the region while ensuring the quality of construction and operation and maintenance.

(5) From the perspective of resource recycling, the development of green electricity should be manifested in the reduction and consumption of means of production, the comprehensive utilization of waste, the use of production equipment, the green cycle design of the whole process, etc., in accordance with the requirements of the circular economy concept, to promote the sustainable development of energy and power enterprises.

Here's a selection of five leading stocks

Silver Star Energy

The company is mainly engaged in new energy power generation and new energy equipment engineering business. New energy power generation includes wind power generation and solar photovoltaic power generation; new energy equipment engineering business mainly includes tower manufacturing, wind turbine assembly, gearbox maintenance, wind power and coal comprehensive mining equipment maintenance and other businesses. According to the changes in the market environment and its own development positioning, the company adjusts its business strategy in a timely manner, and has formed two major business sectors of new energy power generation and new energy equipment

China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

Shun-control development

The company's main business is tap water production and sales business and waste incineration power generation business, while providing supporting water supply and drainage pipe network engineering services, the main products are tap water production and sales, power generation, garbage treatment. The company's water supply production and sales business and waste incineration power generation business have no direct competitors in Shunde District.

Elion Clean Energy

The main business of Elion Clean Energy Co., Ltd. is the production, sales and trade of coal and chemical products; the production of heat and external supply with clean energy; and financial and financial investment. The main products include coal, polyvinyl chloride (PVC), caustic soda, glycol, methanol, compound fertilizer, etc., widely used in chemical, light industry, building materials, agriculture, medicine and other industries.

The company's two major circular economy parks are strategically located, north of the Baolan Railway, Beijing-Tibet Expressway, 110 National Highway and other national trunk lines, south along the Yellow First Grade Highway, the traffic is very convenient, closer to the downstream market than other enterprises in the same industry in the northwest; the location is rich in coal resources, the main raw materials and fuel sources of the company's products are stable, and the cost advantage is obvious, which strongly supports the cost control of the company's main products of the circular economy.

China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

Zhongmin Energy

The company's main business is wind power generation, photovoltaic power generation and other new energy projects investment, development and construction operation, its main products are wind power, photovoltaic power generation. The onshore wind farms that the company has put into operation are mainly located in coastal areas such as Fuqing, Pingtan and Lianjiang, where wind resources are better, and the actual annual utilization hours are high, and there is no curtailment of wind and power curtailment, which has laid a good foundation for the company's long-term development. At the same time, the offshore wind energy resources of Fujian Province as a whole are better than those of the onshore areas, and the development of offshore wind power has a unique advantage The company also has wind power projects put into operation and reserves in Heilongjiang Province, and Heilongjiang Province belongs to the "three norths" area with abundant wind energy resources, and the project also has good resource endowments.

Gansu Electric Investment

The company's main business includes hydropower, wind power and photovoltaic power generation, the main product is electricity, and the performance is mainly derived from power generation revenue. The company is a collection of hydropower, wind power, photovoltaics as one of the comprehensive clean energy listed companies, the development of clean energy, especially new energy power generation is an important support to increase the proportion of non-fossil energy, improve the ecological environment, but also the main direction of the growth of the global overall power generation structure.

China Stock Market: High-growth green power "high-quality white horse stocks" in the future, do you grasp it?

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