Longyuan Electric Power harvested the daily limit twice in the week. Under the high temperature, the power sector index reached a new high within 7 years | Electric Power Weekly Rating List

Data combing and watch: Xing Qixin

Huaxia Times (chinatimes.net.cn) reporter Xing Qixin Lu Xiaoxiao Beijing report

This week (August 15th-August 19th), the Oriental Fortune Electric Power Industry sector remained stable. Except for a few shares such as Listea shares in the sector, they all maintained an upward trend within the week. Among the 10 appliance companies that the reporters of the Huaxia Times focusing on, 9 have risen and 1 have fallen. Longyuan Power rose by 19.72 % during the week, the stock with the highest increase in TOP10.

The total transaction volume of the Oriental Fortune Electricity Industry sector this week was 166.1 billion yuan, which was almost doubled from last week. The sector rose 6.87 % during the overall week.

Longyuan Electric Power harvested the daily limit twice in the week

On the company, the hottest is the dragon power of the dragon head this week because of the daily limit of the week. As of the closing of August 19, Longyuan Power has been increasing its holdings of Morgan Chase, Goldman Sachs, and other foreign -funded enterprises. The number of foreign shares increased by more than 400,000 shares from the closing of Monday.

On August 17, Longyuan Electric Power issued an announcement stating that it had issued the fourteenth phase of the 2022 ultra -short -term financing voucher on August 16, with a total issuance of 1.5 billion yuan, a ticket interest rate of 1.47%, and a period of 120 days. It is used to repay the company's headquarters and subsidiaries with interest debt and supplementary operating funds.

Some people are happy and some are worried. On August 19, Guidong Electric Power issued an announcement stating that the "Chongqing Yuzhong District People's Court Employment" ((2022) Yu 0103 Minchu 26749) and related prosecution materials were received due to lawsuit disputes. The case has not yet opened in the first instance, and Guidong Power is the second defendant in the case. According to the plaintiff's claim, Guidong Electric Power and the first defendant (Asian Industry) shall pay the plaintiff with a capital of 80 million yuan and interest on interest, and shall bear the case acceptance fee and litigation fee with the first defendant with the first defendant. , Premium, the total amount of the claim in this case was 97.553 million yuan.

In addition, on August 20, Jin Kaixinneng issued an announcement saying that recently received a written resignation report from the chairman Gao Zhen. Jin Kaixin said that Gao Zhen applied for a change of work to resign from the chairman, director, board of directors, chairman of the strategic committee of the board of directors and members of the board of directors.

In terms of the trend of the stock market, the Three Gorges Energy, Longyuan Power, China Guang Nuclear, Huaneng International, and SDIC Electricity are similar to the China Guang Nuclear. During the week, they fell along the way except Thursday. The remaining 10 stocks have different trends and have no obvious commonality.

According to the flow of funds after a week (5th) of the Oriental Wealth Network, the power industry sector is 1.02 billion yuan, 3.443 billion yuan, and 1.194 billion yuan within 5 days of the power industry sector. The mid-single and large single net inflows are negative, respectively -2214 billion yuan and -2248 billion yuan, respectively.

Under the high temperature, the plate is hot and abnormal

In terms of industry, Anhui, Sichuan, Chongqing and other places have successively launched three -level power supply control measures this week. Many listed companies such as Guoguang, Zhongfu Industrial, Lutianhua, and Meifeng Chemical have also released temporary production limit at the same time at the same time , Stop production announcement.

On August 20, Sichuan Meteorological Observatory issued the first drought yellow warning this year. On the same day, the Sichuan Provincial Department of Economics and Information Technology, the Provincial Energy Bureau and the State Grid Sichuan Electric Power Company jointly held a second news ventilation meeting to report the situation and work development of the power supply supply. According to reports, the current maximum load of electricity demand in the province has jumped to 65 million kilowatts, an increase of 25%year -on -year. Sichuan hydropower water is reduced by more than 50 % compared with the year. The main reservoir that guarantees the electricity of load centers such as Chengdu has reached the water level, and the water and electricity power generation capacity has decreased sharply.

Under the outdoor high temperature, the power industry sector has also begun to become very hot. First, the sector came out of the rare six -consecutive red, and then the overall single day increased by 3.06 % after the callback. The sector index directly broke the new high since mid -2015, reaching 17252.05 points.

In terms of research reports, on August 18th, Soochow Securities analyst Liu Bo and Tang Yahui released the comments report "High performance in performance in line with expectations in the third quarter, and there are still super expected possibilities in the third quarter in the third quarter." : "This year, due to the abnormal influence of 'Iran's" high pressure and the vice -height of the Western Pacific Ocean, the Yajie River Basin encountered historical clearance in the main flood season. The average annual value of many years was 45%, and 60%was less than in the middle of August. According to the actual situation of more water in June and the prediction of less water in the later period, the third stage of water storage of the two river mouth water power stations was launched in advance. About 1.7 billion kilowatt -hours of storage of the Embargly River Basin Steel Power Station. In July, in order to avoid the ladder power station due to insufficient water supply capacity due to the abnormally tight power supply situation and severe dryness. The third phase of the two -rhododendron Hydropower Station has stored water for nearly 2 months. The amount of water volume of 580 million cubic meters of water in the estuary reservoir in June and about 3 billion cubic meters of water from the cross section of the two river mouths have been used for electricity confession. "

Analysts of Soochow Securities believed that during the encounters of extremely high temperature and drought weather in Sichuan (July 1 to August 15), the cumulative power generation of the Yajie River Steel Power Station completed a total of 17.05 billion kWh, an increase of 27.2%(3.65 billion yuan 365 billion Kerm hours); watershed water and electricity power generation was 54.72 billion kilowatt -hours, an increase of 28.7%year -on -year (12.21 billion kWh). The average daily supply of the Yajie River Steel Power Station has exceeded 360 million kilowatt -hours since July. According to the current water storage capacity of the three major reservoirs, at least it can maintain the average daily power generation for 20 days. Therefore, under the test of extreme climate, Yajiejiang Hydropower still has super expectations in the third quarter. High -temperature weather continues, does high energy consumption factories receive a notice of production restrictions? The industry insiders told the reporter of "Huaxia Times": "The current power limit notice that we has given us has been received, and the list of key companies to implement the maintenance of the rotation is also given. Some other companies with large power consumption have also received notifications to start production and maintenance. When it is over, there is no notice at present. "

Editor -in -chief: Editor of Lu Xiaoxiao: Zhang Yuning

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