惠天热电：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 Supply Mechanism - To ensure stable operation of the Shenhui heating network and avoid heating shortages during extreme weather, an emergency supply mechanism will be established [1] - The company plans to initiate a heat supply from Shendong Thermal Power to the Shenhui heating network during extreme weather or significant heat supply gaps, allowing for mutual heat supply between the two entities [1] Group 3: Financial Implications - During the heating period of 2025-2026, the total heat supply from Shendong Thermal Power to the Shenhui heating network is expected to not exceed 90,000 gigajoules, with a transaction amount capped at 8 million yuan, covering heating fees and related costs [1]