火电企业多元化布局谋发展

Group 1: Financial Performance - As of August 22, 2025, 13 companies in the A-share thermal power sector have released their semi-annual reports, with 6 companies reporting a year-on-year increase in net profit attributable to shareholders [1] - Hebei Construction Investment Energy reported a revenue of 11.113 billion yuan and a net profit of 897 million yuan, marking a year-on-year increase of 157.96% [1] - Huaneng International Power achieved a revenue of 112.032 billion yuan and a net profit of 9.262 billion yuan, reflecting a year-on-year growth of 24.26% [2] Group 2: Operational Strategies - Companies are optimizing procurement and inventory management to secure low-cost coal sources, which has contributed to profit growth in the thermal power sector [2] - Hebei Construction Investment Energy has increased its focus on renewable energy, with a steady rise in photovoltaic power generation capacity and new projects entering the construction phase [2] - Zhejiang Zheneng Power is expanding into nuclear energy, investing 751 million yuan for a 5% stake in China Fusion Energy Co., enhancing its competitive edge in energy transition [2] Group 3: Industry Trends - The thermal power sector is facing pressure from the rapid development of renewable energy, necessitating technological upgrades and diversification [2][3] - Experts suggest that thermal power companies should improve the efficiency of low-energy consumption units and explore connections with renewable energy sources to achieve diversified energy supply [3]