【机构调研记录】诺德基金调研皖能电力

Group 1 - The core viewpoint of the news is that Anhui Energy (皖能电力) has shown stable operational performance in the second quarter, benefiting from a high proportion of long-term contracts and stable settlement prices [1] - Anhui Energy's electricity generation and operational data have maintained a positive trend compared to the first quarter, with the company actively fulfilling social responsibilities during the peak summer period [1] - The company has diversified its coal procurement into long-term contracts, market agreements, and spot purchases, with a significant reduction in coal procurement costs year-on-year in the second quarter [1] Group 2 - The construction of new energy projects is progressing as planned, with the establishment of the Fusion Energy Company reflecting increased support from the capital market and government for controllable nuclear fusion over the past two years [1] - The Fusion Energy Company aims to complete a capital increase and expansion by June 2024, reaching a scale of 14.5 billion, focusing on the construction of a compact fusion energy experimental device (BEST device) [1]