LEP(SH:600644) Sou Hu Cai Jing·2025-08-04 17:42Core Viewpoint - Leshan Electric Power is adjusting its residential gas sales prices and implementing a low electricity tariff policy, which will impact its revenue and profit margins in the upcoming years [1][2][3]. Trading Information Summary - As of August 4, 2025, Leshan Electric Power's stock closed at 13.84 yuan, up 2.29%, with a turnover rate of 4.07% and a trading volume of 219,100 shares, amounting to a total transaction value of 300 million yuan [1]. - On the same day, the net inflow of main funds was 19.01 million yuan, accounting for 6.34% of the total transaction value, while retail investors experienced a net outflow of 17.23 million yuan, representing 5.74% of the total [1][4]. Company Announcement Summary - From September 1, 2025, Leshan Electric Power's subsidiary will adjust residential gas sales prices as follows: - First-tier price from 2.16 yuan/m³ to 2.26 yuan/m³ - Second-tier price from 2.60 yuan/m³ to 2.72 yuan/m³ - Third-tier price from 3.24 yuan/m³ to 3.39 yuan/m³ - Combined user price from 2.38 yuan/m³ to 2.49 yuan/m³ - This adjustment is expected to increase the company's gas sales gross profit by approximately 2.7 million yuan for the year 2025 [2][4]. - Additionally, starting September 1, 2025, the company will implement a low electricity tariff policy for residential users: - Off-peak hours defined as 23:00 to 07:00 the next day - Low tariff during the flood season (June to October) set at 0.175 yuan/kWh - Low tariff during dry and normal water periods (November to May) set at 0.2535 yuan/kWh - This policy is projected to reduce the company's electricity business revenue by approximately 16.6 million yuan for 2025 [2][3][4].