Under the public attention, Shanghai Environment and Energy Exchange issued an announcement: "The national carbon emission trading market officially opened."

it is worth mentioning that just 1 years ago, Beijing, Tianjin, Shanghai, Chongqing, Hubei, Guangdong, Shenzhen and other places have successively started the pilot work of carbon emission trading.

*** covers more than 2 industries, including electric power, steel and cement, and nearly 3, key emission enterprises, covering a total of 44 million tons of carbon emissions, with a cumulative turnover of about 1.47 billion yuan.

on the basis of the pilot project, the national carbon emission trading market of power generation industry will be launched first, and the remaining eight energy-intensive industries, such as steel, nonferrous metals, petrochemicals, chemicals, building materials, paper making, electricity and aviation, will be included in the national carbon trading market one after another.

According to the report "China Carbon Price Survey in 22" jointly issued by China Carbon Forum and ICF International Consulting Company,

The average price of the national carbon market is expected to rise from 49 yuan/ton in 22 to 71 yuan/ton in 225 and to 93 yuan/ton in 23.

in 225, the total market value of the national carbon emission quota trading market will reach 284 billion yuan.

In this regard, Zhao Yingmin, Vice Minister of the Ministry of Ecology and Environment, said:

First, the power generation industry directly burns coal, which has a large carbon dioxide emission.

more than 2, key emission units in the power generation industry, including self-owned power plants, emit more than 4 billion tons of carbon dioxide annually. Therefore, taking the power generation industry as the first start-up industry can give full play to the positive role of the carbon market in controlling greenhouse gas emissions.

Secondly, the management system of the power generation industry is relatively sound and the data base is relatively good.

the power generation industry has a single product, complete metering facilities for emission data, high degree of automation management, standardized data management, easy verification and simple quota allocation.

from the past international experience, carbon markets in all countries are preferred to be included in the power generation industry, which has large carbon dioxide emissions and high coal consumption, and can play a synergistic role in reducing pollution and carbon.

combing the power generation stocks with excellent performance and low valuation in the A-share market, the latest rolling P/E ratio is less than 3 times, and there are 19 listed companies whose performance in the first quarter has increased by more than 5% year-on-year.

In terms of performance growth, Huaneng Hydropower ranked first, with a year-on-year increase of 12.19% in net profit in the first quarter;

followed by yongtai energy and Three Gorges Water Conservancy, the net profit in the first quarter increased by 642.2% and 577.8% respectively;

In other quarters, Funeng, Guodian Power, Zhongmin Energy, etc. were among the top net profit growth companies.

It is worth noting that at present, most carbon-neutral stocks in the A-share market have been hyped by funds, and some concept stocks have accumulated huge gains in the early stage, which has seriously overdrawn the relevant benefits. Investors should clarify the fundamentals of specific companies and avoid blindly chasing high prices.

Huaneng hydropower: the rolling P/E ratio is 17.84 times; Net profit in the first quarter increased by 12.19% year-on-year;

China Huaneng Group, a subsidiary of China Huaneng Group, is mainly engaged in the development, investment, construction, operation and management of hydropower projects. The company has the right to develop hydropower in the entire Lancang River basin, and is the second largest hydropower company in China, second only to Yangtze Power.

yongtai energy: the rolling P/E ratio is 7.33 times; Net profit in the first quarter increased by 642.2% year-on-year;

the company is mainly engaged in power production and development and heating business, and its power plants are distributed in Jiangsu province and Henan province. The scale of power generation enterprises affiliated to the company has reached the scale of medium-sized power enterprises.

Three Gorges Water Conservancy: the rolling P/E ratio is 21.48 times; Net profit in the first quarter increased by 577.8% year-on-year;

Power companies with hydropower as their main business are among the "Top Ten Enterprises in National Water Conservancy Economy";

mainly engaged in power generation, power supply, survey, design and installation, water-saving installation and sales, and steam sales; The installed capacity of hydropower put into production is 269,8 kilowatts, and the power supply area of the company covers 8% of the land area of Wanzhou District, Chongqing

Funeng shares: rolling P/E ratio is 1.99 times; Net profit in the first quarter increased by 397.1% year-on-year;

Fujian provincial electric power faucet; The company shares in the construction and reserve of nuclear power projects of about 16 million kilowatts;

Participating in Huaneng Xiapu Nuclear Power (1%), China National Nuclear Power Xiapu Nuclear Power (2%), Ningde No.2 Nuclear Power (1%) and China National Nuclear Power Fujian Nuclear Power (35%), among which Ningde Nuclear Power has completed and put into operation 4 nuclear power units with a total installed capacity of 4.356 million kilowatts

Guodian Power: rolling P/E ratio is 8.99 times; Net profit in the first quarter increased by 331.% year-on-year;

Mainly engaged in coal-fired power generation, China Guodian Corporation and Shenhua Group Co., Ltd. merged and reorganized into National Energy Investment Group Co., Ltd., becoming the largest power generation group in China at present;

zhongmin energy: the rolling price-earnings ratio is 15.7 times; Net profit in the first quarter increased by 117.9% year-on-year;

its main business is the investment, development, construction and operation of new energy projects such as wind power generation and photovoltaic power generation, and its main products are wind power generation and photovoltaic power generation.

Zhongmin Co., Ltd., a wholly-owned subsidiary of the company, is one of the earliest wind power enterprises involved in the preliminary work, development and construction of wind power projects in Fujian Province.

Shenneng shares: the rolling P/E ratio is 1.42 times; Net profit in the first quarter increased by 96.26% year-on-year;

mainly engaged in the development, construction and management of electric power, oil and natural gas. As the main body of energy project development, the company's main businesses are coal-fired power business, gas-fired power business, wind power business, photovoltaic power generation business, oil and gas pipeline transportation business and coal sales.

Shanghai electric power: the rolling P/E ratio is 17.82 times; Net profit in the first quarter increased by 89.91% year-on-year;

the business covers clean energy, new energy, comprehensive smart energy, modern power supply and service industry, and its main business includes power generation, heating, comprehensive smart energy, etc. The company's main products are electricity and heat.

Zhejiang Energy Power: the rolling P/E ratio is 6.86 times; Net profit in the first quarter increased by 88.39% year-on-year;

Zhejiang's largest power producer, the company is mainly engaged in thermal power generation business, and the raw materials mainly purchased by the company are coal and natural gas;

State Grid Zhejiang Electric Power Company is the only operator of Zhejiang Power Grid, and the company sells electricity to State Grid Zhejiang Electric Power Company

The rolling P/E ratio is 17.65 times; Net profit in the first quarter increased by 8.11% year-on-year;

The main business is the investment and operation of solar photovoltaic power plants, and the main product is electricity, which is mainly sold to the State Grid; At the same time, the company is also engaged in the production and sales of solar cell modules, and the products are mainly used for external sales.

Ningbo Energy: the rolling P/E ratio is 14.11 times; Net profit in the first quarter increased by 76.22% year-on-year;

one company is mainly engaged in cogeneration, biomass power generation, pumped storage and comprehensive energy services, as well as energy-related financial investment.

At present, the company is the largest public thermoelectric producer in Ningbo and the only cogeneration enterprise of heat, electricity and cooling in Ningbo.

gcl: the rolling price-earnings ratio is 15.7 times; Net profit in the first quarter increased by 72.35% year-on-year;

one of the leading non-public clean energy power generation and cogeneration operators and service providers in China; The main business includes gas turbine cogeneration, wind power generation, garbage power generation, biomass power generation, coal-fired cogeneration, etc.

Guangzhou development: the rolling P/E ratio is 17.9 times; Net profit in the first quarter increased by 72.33% year-on-year;

it is mainly engaged in the design, investment, general contracting construction, production, management and sales of electric power industry projects. Guangzhou Zhujiang Electric Fuel Co., Ltd., a subsidiary of the company, ranks third among coal trading enterprises in China.

China nuclear power: rolling P/E ratio is 12.34 times; Net profit in the first quarter increased by 67.93% year-on-year;

The fourth largest nuclear power company in the world, with China National Nuclear Corporation as its major shareholder and the only nuclear power operation platform under the group;

the company holds 21 nuclear power units with an installed capacity of 19.112 million kilowatts, accounting for about 39.2% of the nuclear power units in operation in China; It has the most abundant nuclear power units under construction and operation in China;

Jidian shares: the rolling price-earnings ratio is 24.19 times; Net profit in the first quarter increased by 61.55% year-on-year;

mainly engaged in the production and sales of thermal power, wind power, solar power generation, heat supply and industrial gas supply.

the company focuses on power generation and heating, vigorously develops new energy sources such as wind power and photovoltaic, optimizes the development of clean coal-fired power, actively expands the heating market, and actively develops new formats such as comprehensive smart energy, hydrogen energy and energy storage, so as to continuously enhance the core competitiveness of enterprises.

Gansu Power Investment Corporation: the rolling P/E ratio is 12.65 times; Net profit in the first quarter increased by 61.8% year-on-year;

with the completion of the company's major asset restructuring, it has been changed into hydropower business, including hydropower generation, wind power generation and photovoltaic power generation, and its main products are electricity.

the business model is to control, maintain and overhaul the power generated by the hydropower station, wind power plant, photovoltaic power plant (power generation equipment) and related power transmission and transformation facilities and equipment after completion, and send the power generated by the power station (field) to the distribution network designated by the power grid company to realize power delivery.

energy-saving wind power: the rolling P/E ratio is 25.2 times; Net profit in the first quarter increased by 58.9% year-on-year;

The main business is the development, construction and operation of wind power projects. It is one of the most specialized wind power companies integrating the development, construction and operation of wind power projects. The company's main products are generated electricity.

China guanghe: the rolling price-earnings ratio is 12.52 times; Net profit in the first quarter increased by 54.9% year-on-year;

a world-class nuclear power operator; The only platform for nuclear power generation of CGNPC; The main business is to build, operate and manage nuclear power plants, sell the power generated by these nuclear power plants, and organize the design and scientific research of nuclear power plants;

Huaneng International: the rolling P/E ratio is 1.9 times; Net profit in the first quarter increased by 51.75% year-on-year;

the leader in thermal power industry, the first power generation company in China to realize listing in three places at home and abroad, with the controllable installed capacity of 11,698 MW, ranking first among comparable companies in domestic industries;

It has 14 ultra-supercritical units with the world's most advanced million kilowatts class, 66, kilowatts high-efficiency ultra-supercritical coal-fired units with the highest parameters in China and the first ultra-supercritical secondary reheat coal-fired unit in China;

note: the above-mentioned companies are summarized according to public information such as performance reports, which are only used for sharing, exchange and learning, not as a basis for trading;

(The share prices of some of the above companies have increased greatly recently, so don't chase after them, don't chase after them, don't chase after them! )

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