September 22 news, after the opening, the power sector continued to strengthen, the entire wind power sector rose more than 3%, related concept stocks set off a stop trend.
Among them, Zhejiang Xinneng, Zhongmin Energy, CLP Motor, Jinkai Xinneng and other stocks achieved two-board, Dongfang Electric, Jinlei shares rose sharply.
Electricity is also one of the themes of rising prices, and there was a stop-and-go trend on Friday.
Everbright Securities pointed out that the release of the "improve energy consumption intensity and total double control system" is beneficial to the wind power sector and new energy operators. Green power trading mechanism pilot start, speed up the development of new energy power generation, under the dual logic focus on new energy operators investment opportunities.
It is worth mentioning that the three Gorges Energy (600905) rose by more than 9% today.
According to public data, in the first half of 2021, the three Gorges energy revenue and return net profit increased significantly, and the net interest rate continued to rise. In the first half of the year, the revenue of the three Gorges Energy was 7.885 billion yuan (+ 39.9%) and the net profit was 3.274 billion yuan (+ 57.6%). Among them, the revenue in the second quarter was 4.073 billion yuan (+ 37.1%), and the net profit was 1.78 billion yuan (+ 48.27%).
According to public information, Wuwei City and the three Gorges New Energy (Group) Co., Ltd. signed a new energy cooperation framework agreement a few days ago.
Guoxin Securities believes that as a platform for the group to develop offshore wind power, three Gorges Energy has been put into operation with a scale of 1.49 million kilowatts by the end of the first half of the year, with a scale of 2.94 million kilowatts under construction, ranking first in the industry, accounting for about 20 percent of the total offshore wind power under construction in the country.
With the completion of offshore wind power rush installation and grid generation in the second half of the year, the company's installed scale is expected to rise to a higher level at the end of the year, which will continue to promote performance growth. During the 14th five-year Plan period, the company plans to install more than 50 million kilowatts of new energy, with an average annual growth rate of about 30%.