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ST Hezhan (000809.SZ): Changhe Company signed a 0.109 billion yuan steel-concrete tower procurement contract.
On July 29th, GeLongHui announced that in July 29th 2024, Liaoning HengXian Renewable Energy Group Co., Ltd., a second-tier wholly-owned subsidiary of Liaoning Changhe Wind Power Equipment Co., Ltd. (hereinafter referred to as 'Changhe Company') of ST and Exhibition (000809.SZ), as the seller, signed a Steel-Concrete Tower Purchase Contract with Zhangjiakou Chabu District Yuneng New Energy Co., Ltd., the buyer. The machines and quantities involved in the contract are 28 sets of 7.15MW wind turbines, with a total installed capacity of 200MW; the subject matter of the contract is 28 steel-concrete towers; the total contract price is 0.1092 billion yuan (pre-tax). According the contract, the buyer site.
*ST Hezhan (000809.SZ): The company currently has 184 employees, of which 21 are engaged in the business of mixing towers.
On July 19, Gelunhui reported that ST and Exhibition (000809.SZ) stated on an investor interaction platform that the company currently has 184 employees, including 21 employees engaged in the business of mixing towers, and some outsourced labor not included in the count.
ST Hezhan (000809.SZ): It is expected to start delivery of wind power tower products in July.
On July 11th, Gelunhui reported that Special Treat and Zhan (000809.SZ) stated on the investor interaction platform that the company is expected to start delivering wind-power mixed tower products in July.
Liaoning HeZhan Energy Group: Announcement of 2024 interim performance forecast.
ST Hezhan (000809.SZ): Expected half-yearly loss of 5000-65 million yuan.
On July 10, Gelunhui reported that ST Hozhan (000809.SZ) is expected to lose 50-65 million yuan in the first half of the year, with a non-net loss of 50-65 million yuan. The first is about the situation of the mixing tower business. As of June 30, 2024, the company has produced 201 sets of mixing towers (38 rings/set), which are expected to be delivered in July, so no mixing tower business revenue was realized during this reporting period. Second, regarding the situation of the first-level land development business. According to the current "Land Reserve Management Measures", the land reserve plan needs to be submitted to the city and provincial governments for approval by the municipal natural resources department before the land is listed for sale.
Special treat and exhibition (000809.SZ): Land transfer is included in the company's annual operation plan.
On June 25th, Gelonhui*ST and Exhibition (000809.SZ) stated on the investor interaction platform that land transfers are included in the company's annual operation plan.
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