惠天热电(000692.SZ)：控股子公司接受沈东热电热源调峰热量回补

Core Viewpoint - The company Huaitian Thermal Power (000692.SZ) announced potential supply instability for its heating network due to fluctuations in electricity market prices and extreme weather conditions expected this winter and spring [1] Group 1: Supply and Demand Dynamics - The heating supply for the Shenhui heating network partially relies on procurement from power plants, which may face instability and shortages due to market price volatility [1] - The La Niña phenomenon is anticipated to cause extreme weather, with significant temperature drops in Shenyang, leading to a forecast of prolonged severe cold weather in late January [1] Group 2: Emergency Measures - To ensure stable operation of the Shenhui heating network and avoid heating shortages during extreme weather, an emergency heat supply mechanism will be established [1] - An agreement has been reached between the company and Shendong Thermal Power to provide supplementary heating from Shendong Thermal Power to the Shenhui heating network during extreme weather or significant heating gaps [1] Group 3: Financial Implications - During the heating period of 2025-2026, the total supplementary heat expected to be provided will not exceed 90,000 gigajoules, with a transaction amount capped at 8 million yuan, covering heating fees and related operational costs [1]