In early trading today, A-shares continued their strong upward attack. The Shanghai Composite Index had 6 consecutive positives, the Science and Technology 50 Index had 7 consecutive positives, and the CSI 500 Index broke through the previous consolidation platform in one fell swoop, hitting a new high for the year.
On the disk, sectors such as solar thermal power generation, real estate, household goods, and warehousing and logistics led the gains, while sectors such as oil, chicken, lithography machines, and diversified finance adjusted slightly.
It is worth noting that ZTE's A shares hit the daily limit in early trading. According to news, the company said that it will launch a GPU server supporting ChatGPT at the end of the year.
In addition, it is reported on the Internet that Saudi Aramco has come to Maoming Zero Carbon Park to invest in projects such as crude oil one-step process with Donghua Power, and the cooperation scale exceeds 100 billion.
In this regard, the staff of Donghua Power Securities responded to the media: "We are in the process of negotiating. They did not go to the park to negotiate, we went out to negotiate, and the unified negotiation was in Beijing. We will announce when we have specific content. Crude oil The one-step method has a relatively large scale. If it is estimated according to 20 million tons/year or 30 million tons/year, it is indeed more than 100 billion tons, but this is just a market guess. Our announcement shall prevail.”
In early trading today, Donghua Power has a daily limit.
Upwind port of solar thermal power station
The solar thermal power generation sector opened sharply higher in the morning, and then continued to strengthen in a straight line. It once rose by more than 5% in the intraday session. The trading volume within one hour of opening was close to that of yesterday's full day. Jiusheng Electric has a 20% daily limit, Shouhang Hi-Tech opened with a single daily limit, and Shengde Xintai, Xizi Clean Energy, Ancai Hi-Tech, etc. have a daily limit or increase of more than 10%.
Recently, the National Energy Administration issued the "Notice of the General Division of the National Energy Administration on Matters Concerning Promoting the Planning and Development of Photothermal Power Generation", requiring active research on the planning and development of photothermal power generation. During the "14th Five-Year Plan" period, the annual new start-up plan for solar thermal power generation in the country will reach about 3 million kilowatts.
Photothermal power generation is a kind of solar power generation technology other than photovoltaic power generation. Its principle is to use a large number of reflectors to gather sunlight, heat the working medium, convert solar energy into heat energy, and store it. When power generation is required, high-temperature working fluid is used to generate high-temperature and high-pressure steam to drive the turbogenerator unit to generate electricity.
Solar thermal power generation comes with a large-capacity, low-cost energy storage system, which can realize 24-hour continuous and stable power generation, and can also meet morning and evening peaks, peak hours and night power consumption according to demand, and can replace some thermal power units to bear the base load of the power system . Due to its obvious advantages, it stands out among the crowd of new engines and has developed rapidly in recent years.
According to the forecast of the International Energy Agency (IEA), my country's solar thermal power generation market will reach 29GW installed capacity by 2030, and 118GW installed capacity by 2050, becoming the fifth largest market after the United States, the Middle East, India, and Africa, with a trillion-level scale. .
Against the backdrop of a substantial increase in new energy installed capacity, solar-thermal energy storage power stations are ushering in rapid development. Their application scenarios are not limited to power scenarios, but can also provide industrial steam and heating for industries and commerce. With the continuous promotion of large wind and solar bases and the change of heating channels in the north under the dual carbon constraints, the solar thermal energy storage market has great potential for expansion. The photothermal glass and thermal insulation material market is expected to usher in expansion.
Real estate recovery trend is clear
The real estate sector opened higher in the morning and then rose in volume. It rose nearly 4% in the intraday session, and the half-day transaction exceeded yesterday's full-day transaction. Yuetai shares, Tianbao Infrastructure, Guochuang High-tech and other strong daily limit.
It is particularly worth mentioning that Huafa shares are approaching the daily limit, and the stock price has hit a record high (reinstatement), which has injected strong confidence into the real estate sector that had been falling endlessly before.
Recently, the National Energy Administration issued the "Notice of the General Division of the National Energy Administration on Matters Concerning Promoting the Planning and Development of Photothermal Power Generation", requiring active research on the planning and development of photothermal power generation. During the "14th Five-Year Plan" period, the annual new start-up plan for solar thermal power generation in the country will reach about 3 million kilowatts.
Photothermal power generation is a kind of solar power generation technology other than photovoltaic power generation. Its principle is to use a large number of reflectors to gather sunlight, heat the working medium, convert solar energy into heat energy, and store it. When power generation is required, high-temperature working fluid is used to generate high-temperature and high-pressure steam to drive the turbogenerator unit to generate electricity.
Solar thermal power generation comes with a large-capacity, low-cost energy storage system, which can realize 24-hour continuous and stable power generation, and can also meet morning and evening peaks, peak hours and night power consumption according to demand, and can replace some thermal power units to bear the base load of the power system . Due to its obvious advantages, it stands out among the crowd of new engines and has developed rapidly in recent years.
According to the forecast of the International Energy Agency (IEA), my country's solar thermal power generation market will reach 29GW installed capacity by 2030, and 118GW installed capacity by 2050, becoming the fifth largest market after the United States, the Middle East, India, and Africa, with a trillion-level scale. .
Against the backdrop of a substantial increase in new energy installed capacity, solar-thermal energy storage power stations are ushering in rapid development. Their application scenarios are not limited to power scenarios, but can also provide industrial steam and heating for industries and commerce. With the continuous promotion of large wind and solar bases and the change of heating channels in the north under the dual carbon constraints, the solar thermal energy storage market has great potential for expansion. The photothermal glass and thermal insulation material market is expected to usher in expansion.
Real estate recovery trend is clear
The real estate sector opened higher in the morning and then rose in volume. It rose nearly 4% in the intraday session, and the half-day transaction exceeded yesterday's full-day transaction. Yuetai shares, Tianbao Infrastructure, Guochuang High-tech and other strong daily limit.
It is particularly worth mentioning that Huafa shares are approaching the daily limit, and the stock price has hit a record high (reinstatement), which has injected strong confidence into the real estate sector that had been falling endlessly before.