2连板赣能股份：火电总装机容量占比约86.39% 火电电能量价格下行压力持续增强

Core Viewpoint - Ganneng Co., Ltd. (000899.SZ) has reported that its main business includes thermal power generation, hydropower generation, and new energy generation, with a total installed capacity of 6250.51 MW as of February 26, 2026, indicating a significant reliance on thermal power generation [1] Group 1: Company Overview - The company has a total installed capacity of 6250.51 MW, with thermal power accounting for 5400 MW, which represents approximately 86.39% of the total capacity [1] - The company's disclosed operational conditions and internal and external business environments have not undergone significant changes, and internal production and operational activities are proceeding normally [1] Group 2: Industry Challenges - The ongoing construction of new power systems and the continuous trial operation of the Jiangxi electricity spot market are contributing to challenges in the thermal power sector [1] - The increase in newly installed thermal power capacity in Jiangxi Province is leading to a decline in thermal power utilization hours, resulting in downward pressure on thermal power energy prices and posing challenges to the profitability of thermal power enterprises [1]