The power sector fell 0.62 % during the week, and the Changjiang Power plans to acquire Yunchuan Company at 80.483 billion yuan

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

This week (September 19th-September 23), the Oriental Fortune Power Industry sector index entered a stable operation stage this week after last week. Among the 10 electrical companies that the reporter of the Huaxia Times focused on monitored, two rose and eight declines. SDIC Electricity increased by 0.82 % during the week, which is the highest increase in TOP10.

The total transaction volume of the Oriental Fortune Electricity Industry sector this week was 70 billion yuan, which fell again last week. The sector fell 0.62 % within the weekly week.

Changjiang Electric Power plans to acquire Yunchuan Company for 80.483 billion yuan

On the face of the company, the Yangtze River Electric Power issued an announcement this week stating that it intends to purchase the Three Gorges Group, the Three Gorges Investment, Yunneng Investment, and Chuan Neng Investment in the Three Gorges Jinsha River Yunchuan Hydropower Development Co., Ltd. "Yunchuan Company") 100%equity trading report (draft revision draft).

As of January 31, 2022, the evaluation of the 100%equity of Yunchuan was 80.483 billion yuan. Based on the results of the evaluation, the final transaction amount of this transaction was 80.483 billion yuan.

In order to raise funds for Yunchuan Corporation, Yangtze Electric Power intends to raise supporting funds in a non -public offering shares to not exceed 35 specific investors. 100%, and the number of issued shares does not exceed 30%of the total share capital of the listed company before the issuance.

The Yangtze River Power stated in the "Draft" that after the transaction is completed, the Yangtze River Electric Power will have 6 staircase hydropower stations in the Yangtze River, and the total installation capacity of the holding will increase to 71.795 million kilowatts, an increase of 57.46%.

In addition, China Nuclear Power announced this week to adjust the number of participants in the previously issued equity incentive plan. After the adjustment, the incentive object granted by the first equity incentive plan of China Nuclear Power was adjusted from the original 490 to 466. share.

Regarding the reasons for adjustment, China Nuclear Power stated that 1 of the incentive objects were canceled the stock due to the application for resignation, 12 incentive objects, and 10 incentive objects due to work. Another incentive object was canceled because the results of the personal performance assessment in 2021 were not met.

In addition, 173 incentive objects were C, and the feasibility ratio was 80%of the feasible rights ratio because of the 2021 personal performance assessment results.

In terms of the trend of the stock stocks, Huaneng International and SDIC Electric are similar to the weekly trend. The remaining TOP 10 stocks are similar. After the shock is downward, the trading volume is not as good as before.

According to the flow of funds after a week (5th) of the Oriental Wealth Network, the power sector was 1.411 billion yuan and 343 million yuan in 5 days of the power sector. The net inflow of large orders, large orders and main forces is -1104 billion yuan, -650 billion yuan and -1754 billion yuan, respectively.

From January to August

In terms of industry, the National Energy Administration released the national power industry statistics from January to August on September 21.

According to data, as of the end of August, the national power generation capacity was about 2.47 billion kilowatts, an increase of 8.0%year -on -year. Among them, wind power installed capacity was about 340 million kilowatts, an increase of 16.6%year -on -year; the installed capacity of solar power generation was about 350 million kilowatts, an increase of 27.2%year -on -year.

From January to August, the cumulative use of the national power generation equipment for a total of 2499 hours, a decrease of 67 hours from the same period last year. Among them, thermal power is 2930 hours, a decrease of 64 hours from the same period last year; nuclear power is 4995 hours, a decrease of 224 hours from the same period last year; the wind power is 1460 hours, a 40 -hour decrease from the same period last year. The power project of major power generation companies in the country completed an investment of 320.9 billion yuan, an increase of 18.7%year -on -year. Among them, solar power generation was 102.5 billion yuan, an increase of 323.8%year -on -year. The power grid project completed 266.7 billion yuan, an increase of 10.7%year -on -year.

In terms of research reports, Wang Weiqi, an analyst of Guoxin Securities, pointed out in the "Consolidation of the Basic Safety Safety of Coal Electricity" released on September 22: "The National Electricity Regulations General Institute is expected to be affected by factors such as coal prices and energy consumption dual controls and other factors. In the past few years, my country's coal power construction is not enthusiastic, and new energy reliability guarantees the capacity. In the next three years, the average annual growth rate of electricity consumption in my country will be about 5%, and the power supply will be large. Promote the supporting power supply as soon as possible, add a batch of power supply reserve projects in a timely manner, consolidate the basic disk of coal power support and compact power supply protection. "

Wang Weiqi predicts that during the "Fourteenth Five-Year Plan" period, the capacity of new coal-to-electricity machines in my country will reach 270GW, of which the new coal power is put into production capacity of 28/40/50/70/82GW from 2021-2025, driving the demand for coal power equipment 32/43 / 56 /74 / 75GW, the average annual compound growth rate reached 24 %. Corresponding to the size of the general contracting market of the EPC EPC, the size of the coal power EPC increased from 100 billion yuan in 2021 to 250 billion yuan. The annual output value of the three main equipment from 22.1 billion yuan in 2021 It increased to 52.8 billion yuan in 2025; the four major pipelines, coal storage and transportation systems, air -cooled systems, and power stations in other building materials in the auxiliary machine increased from 7.3 billion yuan in 2021 to 17.3 billion in 2025 Yuan. At the same time, the total capacity of the three transformations of coal and electricity in my country during the "14th Five-Year Plan" period reached more than 600GW, and the corresponding market output value reached 60 billion to 120 billion yuan. Double carbon has begun to enter the third year this week. What kind of development path will the power industry go in the future? Qi Haiyu, president of Beijing's Sunshine New Energy, told the reporter of "Huaxia Times": "my country announced to the world 'double carbon' is a responsible large country. In the process, you must not have carbon theory of carbon, but to have multiple goals, multi -measures, and multi -dimensional systematic changes in the economy and society. This is a long -term advancement that needs to be promoted for a long time. Process. Double -carbon emission reduction must be vigorously developed and cannot be separated from the support and regulation of national policies. It is necessary to cross the river with stones. According to the industrial structure characteristics of different industries, it is precise. Role to drive new and old energy conversion, a new growth model for the development of green and low -carbon economy, and new development paths. "

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

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