The photovoltaic plate collectively pulls up the trading limit of many stocks and the demand of the industry is good and the installed capacity has greatly increased.

Today, the three major indexes continued to rise, with the record index rising more than 3% at one point, standing above the 3300-point mark and continuing to hit its highest level since June 2015. As of the close, the Prev index rose 1.07% to close at 3621 points, the Shenzhen Composite Index rose 1.95% to close at 15520 points, and the gem index rose 2.46% to close at 3283 points. Shanghai shares have a net inflow of 2.827 billion, while Shenzhen stocks have a net inflow of 2.851 billion. On the disk, the photovoltaic plate rose today, and by the end of the day, the solar sector closed at 2095.27, up 1.45%.

Solar energy concept

In terms of individual stocks, CNC and Foster rose by the daily limit, Tongwei shares rose nearly 9%, and special electricians rose nearly 8%. On January 20, the National Energy Administration released new energy installation data for 2020. Data show that 71.67 million kilowatts of wind power and 48.2 million kilowatts of solar power will be installed in 2020, and the total installed capacity of Fengfeng will be about 120 million kilowatts. In 2020, the cumulative average utilization hours of power generation equipment in power plants of 6000 kilowatts and above was 3758 hours, a decrease of 70 hours compared with the same period last year. Among them, the average utilization hours of hydropower equipment was 3827 hours, an increase of 130 hours compared with the same period last year, while the average utilization hours of thermal power equipment was 4216 hours, a decrease of 92 hours over the same period last year.

In addition, according to the National Energy Administration, China's wind power installed 71.7 GW in 2020, an increase of 178.4% over the same period last year, including 47.1GW in December, an increase of 407.3% over the same period last year, and photovoltaic installed 48.2GW, an increase of 60.1% over the same period last year. Among them, 22.3 GW was installed in December, an increase of 83.7% over the same period last year, exceeding market expectations. China Galaxy Securities believes that the main reason is that photovoltaic and onshore wind power will be fully parity from 2021, and operators will try their best to install them at the end of 2020.

At present, central enterprises have issued new energy installation plans one after another, such as the National Energy Investment Group, China Huaneng Group, China Huadian Group, State Power Investment Group, China Datang Group, three Gorges Group, and so on, all actively layout "14th five-year Plan" photovoltaic, providing new kinetic energy for the industry. China Galaxy Securities expects that the global new photovoltaic installation is expected to reach 160GW (domestic 50GW, overseas 110GW) in 2021, and the upward momentum of the industry is highly deterministic.