399258 SZSE Green and Low-carbon Index
- 2919.97
- -17.04-0.58%
The reporter learned from the State Grid Jiangsu Electric Power Co., Ltd. on the 31st that the installed capacity of new energy power generation in the province has now surpassed the 70 million kilowatt mark and achieved positive results in the green and
The reporter learned from the State Grid Jiangsu Electric Power Co., Ltd. on the 31st that the installed capacity of new energy power generation in the province has now surpassed the 70 million kilowatt mark and achieved positive results in the green and low-carbon transformation of energy. The reporter learned that Jiangsu's new energy installed capacity is mainly composed of photovoltaics, wind power, biomass power, etc., of which the maximum total amount of PV grid-connected installed capacity reached 45.9 million kilowatts. The net increase in installed capacity in the first 4 months of this year reached a record high for the same period. Currently, Jiangsu's share of the total installed power generation capacity in the province has increased from 28.8% in 2021 to 38.8%. The scale has more than doubled since the end of the 13th Five-Year Plan.
The photovoltaic sector is now once again predicting pulsed “blood back” by leading module manufacturers: bottoming out of profits indicates that an inflection point is approaching
① With the accelerated clearance of backward production capacity, recovery in demand, and implementation of relevant policies, the photovoltaic industry is expected to gradually return to a healthy development path; ② Jinko Energy believes that bottoming out of profits in all sectors is a time when an inflection point has arrived. Losses of more than 70% of enterprises in the first quarter indicate that the inflection point is approaching. Trina Solar believes that the number of new installations will continue to increase in the second half of the year.
Ningbo Port (601018.SH) plans to establish a joint venture with indirect controlling shareholders to promote the construction of a green and low-carbon port at Zhoushan Port in Ningbo
Ningbo Port (601018.SH) announced that the company plans to establish a joint venture with Zhejiang Haigang Investment and Operation Group Co., Ltd. (“Provincial Seaport Group”), an indirect controlling shareholder, to establish Zhejiang Haigang Smart Energy Co., Ltd. (“Smart Energy Company” or “Joint Venture”) to mainly operate new energy development, power construction, operation and maintenance, charging and switching, and electricity trading in the port area. The registered capital of the joint venture was 200 million yuan, of which the company pledged 102 million yuan and held 51% of the shares, while the Provincial Seaport Group pledged 98 million yuan and held 49% of the shares.
Wall Street wants to launch the general version of “Mag 7” — “Lucky 8”
The Lucky Eight ETF's trading code is “LCKY”. The initial constituent stocks include Tencent, Alibaba, Meituan, BYD, Xiaomi, Pinduoduo, JD, and Baidu. It is expected to be listed this summer.
According to Aoyama Industrial, Aoyama Industrial and Prologis Investment (Shanghai) Co., Ltd. held a strategic cooperation signing ceremony on the morning of May 27. According to the agreement, the two parties will carry out in-depth cooperation in the f
According to Aoyama Industrial, Aoyama Industrial and Prologis Investment (Shanghai) Co., Ltd. held a strategic cooperation signing ceremony on the morning of May 27. According to the agreement, the two parties will carry out in-depth cooperation in the fields of commodity logistics, new energy, overseas business cooperation, ESG, and carbon finance to jointly promote sustainable ecological development and green, low-carbon environmental protection.
Northbound Capital Purchase Report: Ningde Era received a net purchase of 427 million yuan
Northbound Capital made a significant net purchase of 2,748 billion yuan today.
Follow up with 30 days and press the “fast forward button” on the “trade-in” policy for cars with a maximum subsidy of over 10,000 yuan
① The maximum “trade-in” or “scrap exchange” bicycle subsidy in Jiangxi Province, Yunnan Province, Henan Province, Beijing, Shanghai, Ningxia and other places is 10,000 yuan, and individual consumers in Inner Mongolia can waste and replace new energy passenger vehicles up to 12,000 yuan/vehicle. ② According to Cui Dongshu, Secretary General of the Passenger Federation, although the “trade-in” policy brought about wait-and-see sentiment among consumers in the early stages, it can still be expected to boost the car market.
Express News | Central Network Information Office Long Kai: Will promote the deep integration of emerging technologies such as the Internet, big data, artificial intelligence, and 5G with green and low-carbon industries
Opinion | Are domestic car companies really ready for FSD's combat readiness inspection before entering China?
The second half of the NEV reshuffle kicks off
Cui Dongshu: Exports of 207,000 new energy vehicles increased 58% year-on-year in April
In April 2024, China achieved exports of 556,000 units, a growth rate of 31% compared with April 2023 and a 13% increase over the previous month. The trend is very good.
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
Tesla Killer Lands In Europe: BYD's Seagull EV Poised To Disrupt With Sub-$21K Price Tag Even After Tough Tariffs
BYD Co. (OTC:BYDDF), a leading Chinese electric vehicle manufacturer, is set to launch its budget-friendly electric vehicle in Europe, posing a significant challenge to local automakers.
Express News | The green and low-carbon sector rebounds, leading the industry chain in product layout such as New Energy ETF E-Fangda (516090) and Energy Storage Battery ETF (159566)
Xinzhoubang plans to invest 2.5 billion yuan to build a factory in the US, and the local government will provide ten years of partial tax relief
① Xinzhoubang announced that it will invest in a battery chemical project with a total market value of more than 20 billion yuan in Louisiana, USA, and the local government will provide partial tax relief for up to 10 years; ② However, this project is subject to review or approval by the relevant environmental protection, safety, construction and operation authorities of the place where the project is being implemented, and there is still uncertainty.
Express News | Foxit Software: Plans to subscribe to the Jiangyou Digital Science Fund for 200 million yuan to lay out digital green and low-carbon industries
Entering the US with “King Ning”? Kodali plans to build its first factory in the US
① Kodali, with a total market value of less than 30 billion yuan, announced the construction of a power battery precision structural parts production base in the US. Company officials said the decision was only made with a clear order; ② As early as 2022, Kodali signed a strategic cooperation agreement with the Ningde Era to speed up the implementation of overseas cooperation to build a battery structural parts production base.
GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Express News | The publication of the “Cheng-Chongqing Comprehensive Transportation Standard System” will accelerate the development of standards for smart transportation, smart logistics, and green and low-carbon
China Automobile Dealers Association: The overall inventory coefficient of car dealers in April was 1.70, up 9.0% month-on-month
The overall inventory coefficient of car dealers in April was 1.70, up 9.0% from the previous month and 12.6% from the previous year. The inventory level was above the warning line, and the pressure on dealers' inventory increased.
Li Xingyun, Deputy General Manager of Longyuan Electric Power: Energy iteration has caused companies to “make big waves and sand, if they don't advance, retreat” | Financial Interview
① Longyuan Electric Power has promoted green electricity hydrogen, ammonia, and alcohol production projects in Inner Mongolia, Gansu, Jilin, etc., and the first batch of projects that are progressing faster will have full construction conditions this year; ② Li Xingyun revealed that currently the short-term planned production capacity for the official green alcohol project is 200,000 tons/year; ③ Li Xingyun said that currently the green alcohol produced mainly supplies the shipping industry, and there is room for a premium in the marine fuel market.