Core Viewpoint - Leshan Electric Power Co., Ltd. has announced significant changes in gas and electricity pricing, which are expected to impact its revenue in 2025 [2] Group 1: Stock Performance - As of August 8, 2025, Leshan Electric Power's stock closed at 14.47 yuan, a 6.95% increase from the previous week [1] - The stock reached a high of 14.81 yuan and a low of 13.21 yuan during the week [1] - The company's current market capitalization is 8.368 billion yuan, ranking 64th in the electricity sector and 2089th among all A-shares [1] Group 2: Company Announcements - Starting September 1, 2025, Leshan Electric's subsidiary will adjust residential gas prices, with first-tier prices increasing from 2.16 yuan to 2.26 yuan per cubic meter [2] - The second-tier gas price will rise from 2.60 yuan to 2.72 yuan per cubic meter, and the third-tier price will increase from 3.24 yuan to 3.39 yuan per cubic meter [2] - The adjustment is expected to increase the company's gas sales gross profit by approximately 2.7 million yuan in 2025 [2] Group 3: Electricity Pricing Policy - Leshan Electric plans to implement a low valley electricity pricing policy starting September 1, 2025, with low valley hours defined from 23:00 to 07:00 [2] - During the flood season (June to October), the low valley electricity price will be 0.175 yuan per kilowatt-hour, while during the dry and normal water periods (November to May), it will be 0.2535 yuan per kilowatt-hour [2] - This policy is anticipated to reduce the company's electricity business revenue by approximately 16.6 million yuan in 2025 [2]

Core Viewpoint - Leshan Electric Power plans to implement a low valley electricity price policy for residential users starting September 1, 2025, which is expected to reduce the company's electricity business revenue by approximately 16.6 million yuan in 2025 [3][4]. Trading Information Summary - On August 5, 2025, Leshan Electric Power's stock closed at 13.72 yuan, down 0.87%, with a turnover rate of 2.99%, a trading volume of 161,200 shares, and a transaction amount of 221 million yuan [1]. - The capital flow on the same day showed a net outflow of 20.62 million yuan from main funds, accounting for 9.34% of the total transaction amount, while retail investors had a net inflow of 23.31 million yuan, representing 10.56% of the total transaction amount [2][4]. Company Announcement Summary - Leshan Electric Power announced the implementation of a low valley electricity price policy for residential users, where specific low valley prices will apply during off-peak hours (23:00 to 07:00) [3]. - The low valley electricity price during the abundant water period (June to October) will be 0.175 yuan per kilowatt-hour, while during the dry and normal water periods (November to May) it will be 0.2535 yuan per kilowatt-hour [3]. - The impact of this pricing policy on the company's revenue will be reflected in the audited annual financial report for 2025 [3].

Core 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].

Core Viewpoint - Leshan Electric Power (600644) announced that due to the recent notification from the Sichuan Provincial Development and Reform Commission regarding the implementation of low valley electricity prices for residential electricity, the company will not be able to execute this policy until September 1, 2025, due to the current limitations of its metering facilities and marketing systems. This adjustment is expected to significantly impact the company's operating performance, with an estimated reduction of approximately 16.6 million yuan in electricity business revenue for 2025 [1]. Group 1 - Leshan Electric Power plans to implement low valley electricity prices starting September 1, 2025 [1] - The company currently lacks the necessary metering facilities and marketing systems to execute the new pricing policy [1] - The adjustment is projected to decrease the company's electricity business revenue by about 16.6 million yuan in 2025 [1]

Core Viewpoint - Leshan Electric Power Co., Ltd. will implement a low valley electricity price policy for residential users starting from September 1, 2025, due to the current limitations of its metering facilities and marketing system [1] Group 1: Policy Implementation - The Sichuan Provincial Development and Reform Commission has issued a notice regarding the implementation of low valley electricity prices for residential users in local power grid supply areas [1] - Residential users with "one household, one meter" will be subject to the low valley price policy, while users with combined meters will not [1] Group 2: Pricing Details - During the abundant water period (June to October), the low valley electricity price will be set at 0.175 yuan per kilowatt-hour [1] - During the dry and normal water periods (November to May), the low valley electricity price will be set at 0.2535 yuan per kilowatt-hour [1] - The low valley electricity consumption will be included in the calculation of the tiered electricity consumption [1] Group 3: Financial Impact - The implementation of the low valley electricity price is expected to significantly impact the company's operating performance, with an estimated reduction of approximately 16.6 million yuan in electricity business revenue for 2025 [1]

Core Viewpoint - The new electricity pricing policy in Sichuan Province will lead to a decrease in the average selling price of residential electricity, impacting the company's operating performance in 2025 [1][2]. Summary by Relevant Sections Electricity Pricing Policy - The Sichuan Provincial Development and Reform Commission issued a notification on July 31 regarding the implementation of a low valley electricity price policy for residential users in local power grids, effective from September 1, 2025 [1]. - The policy includes a "one household, one meter" pricing structure for residential users, with low valley pricing applicable only to these users, while combined meter users will not benefit from the low valley pricing [1]. - During the abundant water period (June to October), the low valley electricity price will be set at 0.175 yuan per kilowatt-hour, while during the dry and normal water periods (November to May), it will be 0.2535 yuan per kilowatt-hour [1]. Impact on Company - The implementation of the new pricing policy is expected to lower the average selling price of residential electricity, which will have a negative impact on the company's operating performance in 2025 [2]. - Preliminary estimates suggest that the new pricing policy will reduce the company's net profit by approximately 5.55 million yuan in 2025 [2].

Group 1 - The core point of the article is that Guang'an Aizhong (600979.SH) announced the impact of a new electricity pricing policy on its financial performance, which will take effect on August 1, 2025 [1] - The Sichuan Provincial Development and Reform Commission issued a notice regarding the implementation of a low valley electricity price policy for residential electricity usage [1] - The average selling price of residential electricity is expected to decrease, which will negatively affect the company's operating performance in 2025 [1] Group 2 - The preliminary estimate indicates that the new electricity pricing policy will reduce the company's net profit attributable to shareholders by approximately 39.38 million yuan in 2025 [1]

Core Viewpoint - Guang'an Aizhong (600979.SH) announced that the Sichuan Provincial Development and Reform Commission will implement a low valley electricity price policy for residential electricity starting from August 1, 2025, which is expected to impact the company's operating performance in 2025 [1] Summary by Category - **Electricity Price Policy** - The new electricity price policy will lead to a reduction in the average selling price of residential electricity for the entire year [1] - The policy is outlined in the notice (Chuan Fa Gai Jiao Se [2025] No. 369) issued by the Sichuan Provincial Development and Reform Commission [1] - **Impact on Company Performance** - The implementation of this electricity price policy is projected to decrease the company's net profit attributable to shareholders by approximately 39.38 million yuan in 2025 [1] - This reduction in profit is a direct consequence of the lower average selling price of residential electricity [1]

Core Viewpoint - The announcement by the Sichuan Provincial Development and Reform Commission regarding the implementation of a low valley electricity price policy for residential users starting from August 1, 2025, is expected to impact the company's operating performance in 2025 due to a reduction in net profit. Group 1: Policy Details - The policy will apply to residential users with "one household, one meter" who will benefit from low valley period electricity prices, while combined meter users will not be eligible [1] - During the abundant water period (June to October), the low valley period electricity price will be set at 0.175 yuan per kilowatt-hour, and during the dry and normal water periods (November to the following May), it will be 0.2535 yuan per kilowatt-hour [1] - The low valley period electricity consumption will be included in the calculation of the tiered electricity consumption, and the tiered pricing standards will follow the current local grid policies [1] Group 2: Financial Impact - The implementation of this electricity pricing policy is expected to lower the average annual sales price of residential electricity, which will have a certain impact on the company's operating performance in 2025 [1] - Preliminary estimates indicate that the new pricing policy will reduce the company's net profit attributable to shareholders by approximately 39.38 million yuan in 2025 [1]