$JNCEC (00579.HK)$Jingneng faced great pressure in the first half of the year: a significant reduction in gas on-grid electricity prices, market-oriented wind and solar electricity prices... But it was still able to achieve profit growth, which is commendable.In the second half of the year, new wind and solar electricity projects will be put into operation. Achieving the target of 4.1 billion for the whole year is not a problem.

$JNCEC (00579.HK)$ In the first quarter, despite the reduction in gas online electricity prices, performance did not decline. The increase in wind and solar power offset the decline in gas electricity revenue. It seems that Beijing Energy will achieve a clean energy installed capacity of 12.5 million kilowatts (12,500 megawatts) and a profit of over 4.1 billion this year, without any suspense.

$United States Natural Gas (UNG.US)$Is that a good idea to hold the UNG for long term? Say 2 to 5 years?
#longTerm #UNG Commodity

$JNCEC (00579.HK)$ Today successfully reached 2 yuan. 2 yuan is the highest point in a year and also a new starting point: First, it is still an undervalued stock. PBR is less than 0.5, PE is less than 5 times, and the dividend is more than 7%. Second, it has good profit prospects. With the operation of the new wind and light projects, it is conservatively estimated that the EPS in 2024 can reach more than 0.5 yuan, and in 2025 it can reach more than 0.6 yuan with an annual growth rate of over 20%. Third, clean energy is second only to AI, a reliable sunrise industry with no bubble.

$CHINA OIL & GAS (00603.HK)$ With such a good business and good profitability, why is it getting worse and worse? The boss needs to reflect and give returns to the shareholders, and treat the employees well. You are no longer a small venture. Share 30-50% of the profits as dividends and establish a stock-based incentive system for senior executives. If the boss changes their mindset and thinking, the company will enter a virtuous cycle.

$JNCEC (00579.HK)$ It is the best electricity stock: 1. There is no coal power. Coal power is the biggest burden for power generation companies. 2. Latecomer advantage. Wind and Optoelectronics started late and had a latecomer advantage. Entered wind and photovoltaic enterprises in the early stages. Wind and photovoltaic investment costs were high, power generation efficiency was low, and efficiency was poor. In recent years, wind power investment costs have been drastically reduced, and power generation efficiency has been greatly improved. Beijing can enter the wind, and the photoelectric time is just right. 3. Adequate projects under construction and reserves. A large number of projects were put into use in the fourth, twenty-five, and twenty-six years. Installed capacity has grown several times. 4. It's OK to name it 👍. The future is the age of AI, and the future is the era of clean energy.

$CHINA OIL & GAS (00603.HK)$ Financial reports are not just delayed for no reason. Changes happening over and over again result in delays. From this perspective, the company's governance and management level is too low. Why is the management level so low? To a large extent, it is due to the managers' peasant mentality... Being unwilling to let go is being stingy. We can only gain by sacrificing, yet China oil & gas refuses to do so. By not giving back to the shareholders, it is naturally being stingy towards the employees as well and will not provide them with good rewards. Without good rewards, of course, there won't be good employees, and naturally, financial statements cannot be produced smoothly. I advise the boss to eliminate the peasant mentality, give back to the shareholders, provide good rewards to the employees, and achieve a virtuous cycle.