Coal and electricity company performance ice and fire two -heavy electricity enterprises are facing summer peak guarantees for the "big test"

Reporter Li Chunlian

Profile reporter He Wangjuan

In the summer, it has entered a high temperature mode in many places in the country. The situation of the prevention and control of the epidemic continues to improve. The demand for electricity use has increased, and electric enterprises have ushered in a "big test". Beginning in June, Anhui, Zhejiang and other places had multiple measures to deal with the problem of power gaps. Electric enterprises are also "increasing horsepower" and make every effort to make power supply.

It is worth noting that many recent appliance companies have issued performance trailers saying that due to high coal prices, their performance in the first half of the year was pre -losing. On the one hand, the price of coal is still relatively high, and the power generation cost of electricity enterprises is relatively high. On the other hand, during the peak summer, electric loads are innovatively high, and electric enterprises are facing "big tests".

Electricity enterprise, coal enterprise performance

Two -level differentiation

Since the beginning of this year, many departments such as the Development and Reform Commission have increased the supply of coal and strictly controlling coal prices, which has achieved remarkable results. However, due to the factors such as geopolitical conflicts and commodity price increases, coal prices were still relatively high in the first half of the year.

Judging from the performance of electrical enterprises and coal companies that have disclosed the preview of the first half of the year's performance, due to the rise in coal prices, the performance of the electrical and coal companies in the first half of the year was "two days of ice and fire."

On the evening of July 11, the establishment of an investment energy announced that the company's net profit was expected to lose 70 million yuan in the first half of the year, and the profit was 141 million yuan in the same period last year. The main reason for losses is that the price of electric coal has increased year -on -year.

In addition to the construction investment energy sources, a number of thermal power companies that have disclosed the preview of the first half of the year's performance forecast were due to the high coal prices in the first half of the year.

Regarding the performance of 59.4%to 41.07%year -on -year performance in the first half of the year, Ganneng shares explained that it was mainly due to the increase in coal -fired costs compared with the same period of the previous year.

Unlike the situation of a sharp losses of thermal power companies, the performance of coal companies in the first half of 2022 is still dazzling.

截至7月12日，共有11家煤炭企业披露了上半年业绩预告，这11家煤炭企业均实现了业绩大幅预增，其中增幅最大的为上海能源，预计同比增长243.25%至289.02%，实现净The profit was 1.5 billion yuan to 1.7 billion yuan.

China Coal Energy and Shaanxi Coal Industry are expected to earn more than 10 billion yuan in the first half of the year. Due to the high operation of coal prices, the price of coal rose sharply year -on -year, and some shares of the sales of Longji Green Energy obtained investment income, Shaanxi Coal Industry is expected to earn 24.2 billion yuan to 24.9 billion yuan in the first half of 2022; In fact, China Coal Energy is expected to earn 12.35 billion yuan to 13.65 billion yuan in the first half of the year.

According to Ye Chun, deputy director of the Planning and Development Department of the China Electricity Union, since August 2021, the overall losses of the coal and electricity sector of large power generation groups, and some groups' coal -electric sector losses have reached 100%. Although the National Development and Reform Commission in October last year, the "Notice on Further Deepening the Reform of the Market -oriented Reform of Coal -Power Power Network Electricity Prices" has been released, the market transaction price of coal -fired power generation units has risen, but it is far below the rise in coal prices. Stress continues to accumulate.

"In the first half of the year, coal prices did decline, but the long -term association prices maintained at 700 yuan/ton were still under pressure for electricity companies." Relevant people from a hellorician listed company told the Securities Daily reporter.

In response to the adverse effects of coal prices, Tianfu Energy stated that it will expose external coal sources, strengthen internal management, rational ratio mixing, reduce coal consumption, and continuously improve the level of refined coal management. In addition, the company will also actively promote the market -oriented reform of electricity prices and solve the loss caused by the incompleteness of power costs and prices.

Innovate with electric loads in many places, innovate high

Electric enterprise faces a "big test"

Recently, during the peak periods in many places in the country, the use of electricity loads was high, and the pressure of electricity enterprises has also risen sharply.

It is reported that on July 11, the highest electricity load in Zhejiang Province exceeded 100 million kilowatts, reaching 101.9 million kilowatts, a record high, an increase of 1.68 million kilowatts compared with the highest load last year.

Hefei also released relevant news. At 12:25 on July 12, the load of the entire network of Hefei Grid reached 10.133 million kilowatts, a record high, an increase of 15.9%from the maximum load last summer. Essence

A few days ago, my country Electric Federation also said that in the second half of the year, China's power demand will continue to grow. As the epidemic prevention and control situation continues to improve, and enterprises will accelerate the resumption of work and re -production, and the high temperature weather will be superimposed in the second half of the year.

Recently, as the demand for electricity in many places and the decline in coal prices have fallen, the performance of electric enterprises in the second half of the year may usher in improvement.

Yang Jie, a researcher at the Easy Coal Research Institute, told the Securities Daily that with the accelerated recovery of the domestic economy, the electricity in the second half of the year is probably better than the first half of the year. Relevant insurance supply stability policies continue to make efforts, and the cost of coal for electricity enterprises will improve compared with the first half of the year.

"The demand for consumer side power consumption and the increase in year -on -year increase will have a positive impact on the revenue of the power company." Qi Haikun, the president of Beijing Extraine New Energy, told the Securities Daily reporter that the reform of my country's power market is increasing Large, the time -sharing electricity price mechanism is gradually playing a role, and the performance of electric enterprises is expected to improve.

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