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Tianbao Energy (01671): Yin Ning appointed as Chief Financial Officer.
tianbao energy (01671) announced that, starting from September 23, 2024, Yin Ning has been appointed as the company's Chief Financial Officer...
Express News | Tianjin Tianbao Energy - Yin Ning Appointed as Chief Financial Officer
The national cumulative installed capacity of power generation increased by 14% year-on-year in the first 8 months, and China Huadian International Power rose by nearly 6%.
① In the first 8 months of 2024, which type of energy equipment achieved significant growth in installed capacity? ② For listed companies in the electrical utilities industry, what are the investment institutions' expectations for future market performance?
National Energy Administration: By the end of August, the national cumulative installed capacity of electricity generation increased by 14.0% year-on-year.
As of the end of August, the national cumulative installed electricity generation capacity is about 3.13 billion kilowatts, an increase of 14.0% year-on-year. Among them, cecep solar energy installed capacity is about 0.75 billion kilowatts, an increase of 48.8% year-on-year; wind power installed capacity is about 0.47 billion kilowatts, an increase of 19.9% year-on-year.
Zhongjin: the continued release of grid consumption electricity price risk, regional differentiation intensifies.
The overall performance of the new energy power companies in 1H24 is lower than market expectations. The profitability of the new energy assets in 1H24 continues to decline, reflecting the downward pressure on utilization hours and comprehensive electricity prices, and the cost rigidly amplifies the decline in profits.
CITIC Securities: The profit decline of the electrical equipment industry narrows, and leading enterprises show significant excess.
The top electrical utilities companies rely on their advantages in products and market layout, as well as their first-mover advantage, to bring significant profitability. Their performance in exceeding industry-wide growth is stable, which aligns well with the current domestic and international resonance in the electrical utilities system construction cycle.
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