Trainee reporter Wen Yan
On the evening of July 1, Longyuan Power, with a market value of 111.3 billion yuan, announced that the controlling shareholder China Energy Investment Group Co., Ltd. (hereinafter referred to as the National Energy Group) intends to start the work of injecting some new energy assets into the company, and the installed capacity of new energy is expected to be about 4 million kilowatts.
China Energy Group is a central backbone energy enterprise, ranking 76th in the Fortune Global 500 in 2023.
Recently, Guodian Power, Changyuan Power and Longyuan Technology, which are controlled by the National Energy Group, have successively revealed the latest trends in the field of new energy. Longyuan Power further focuses on the main business of new energy power generationLongyuan Power announced that the new energy assets to be injected by the National Energy Group are the equity of new energy companies that meet the injection conditions in some of its subordinate provincial companies, and the installed capacity of new energy is expected to be about 4 million kilowatts, and the initial plan is to inject in batches.
The purpose of the above-mentioned work is to implement the provisions of the Supplementary Commitment Letter of the National Energy Group on Avoiding Peer Competition with Longyuan Power Group Co., Ltd.
To this end, the board of directors of Longyuan Power passed a proposal on June 27 to transfer 27% of the equity of Jiangyin Sulong Thermal Power Co., Ltd. by way of public listing on the basis of comprehensive consideration of operation and development, so as to solve the overlap with the national energy group in the thermal power business, and further focus on the main business of new energy power generation.
According to the company's official website, Longyuan Power is the first specialized company in China to develop wind power, and has maintained its position as the world's largest wind power operator since 2015, and has become a large-scale comprehensive power generation group focusing on the development and operation of new energy.
In 2023, Longyuan Power will achieve an operating income of 37.642 billion yuan. By business category, the company's new energy power generation business achieved operating income of 28.919 billion yuan, a year-on-year increase of 2.74%; The thermal power generation business achieved operating income of 8.418 billion yuan, a year-on-year decrease of 28.14%.
In the capital market, Longyuan Power was listed on Hong Kong stocks and A-shares in 2009 and 2022, and as of July 1, the closing price of its A-shares was 17.86 yuan per share, with a total market value of 111.3 billion yuan.
China Energy Group promotes its listed companies to develop new energy
According to the official website, China Energy Group is the largest primary energy supply enterprise in China, and actively responded to the "double carbon" strategy and proposed the "14th Five-Year Plan" to add 90 million kilowatts of new energy installed capacity, and strive for the development goal of 100 million kilowatts, and the installed capacity of new energy exceeded 100 million kilowatts on June 30.
The development of new energy through its listed companies has become an important starting point for the national energy group. Recently, Guodian Power, Changyuan Power and Longyuan Technology, which are controlled by the National Energy Group, have successively revealed the latest trends in the field of new energy.
Among them, Jia Yanbing, director and general manager of Guodian Power, recently introduced that the company is actively integrated into the construction of a new power system with new energy as the main body, and plans to put into operation 35 million kilowatts of new energy installed capacity during the "14th Five-Year Plan" period, with an additional 11.3 million kilowatts by the end of 2023.
2024 is a critical year for Guodian Power to complete its target planning. Jia Yanbing said that the company plans to obtain more than 14 million kilowatts of new energy resources, approved 12 million kilowatts, started construction of 8.3 million kilowatts, and put into operation 8.6 million kilowatts.
Jia Yanbing concluded that Guodian Power will speed up the development of key projects, focusing on the development of projects with good consumption, excellent resources, large-scale and base-based projects, and create a new pattern of new energy development of "onshore base promotion, water and fire surrounding radiation, coastal scenery extension, and overseas three-line layout".
In addition, Changyuan Power said on the interactive platform on June 19 that the 10 photovoltaic power stations to be invested in the company's fixed increase are advancing as planned, and 2.77 million kilowatts of new energy resource reserves will be added in 2023, including 1.1 million kilowatts of wind power projects.
On June 17, Longyuan Technology said on the interactive platform that on the basis of consolidating the leading advantages of coal-fired units in energy conservation and environmental protection business, the company has invested in distributed photovoltaic projects and energy storage peak shaving projects, and will continue to enrich energy conservation and environmental protection technology routes and business areas in the future.
Editor: Captain
Review: Xu Wen