WENERGY CO.,LTD.(SZ:000543)2025-09-09 01:12Group 1: Financial Performance - The overall profit per kilowatt-hour for the controlled power generation enterprises exceeded 0.05 yuan/kWh despite a decrease in electricity prices, due to improvements on the cost side [2] - The electricity consumption in Anhui province showed a good recovery, with a year-on-year growth rate of over 2.6% in July [2] - The profit level for the two power plants in Xinjiang is above 0.1 yuan/kWh [2] Group 2: Project Updates - Ongoing projects include 80 MW of external photovoltaic and 50 MW of internal wind power in Xinjiang, as well as 30 MW of wind power in Anhui, all progressing as expected [2] - The gas power plant turned a profit year-on-year due to receiving full capacity fees and a decrease in gas prices and consumption [2] Group 3: Market Outlook - The utilization hours for coal power in Xinjiang are expected to decline compared to last year [2] - There is anticipated downward pressure on next year's utilization hours and electricity prices [2] - The recent rebound in coal prices mainly affects the spot market, with limited impact on the company's costs [2] Group 4: Contractual Agreements - The company plans to follow government policies regarding electricity contract signing, which will include annual and monthly bilateral agreements, centralized transactions, and grid procurement [2]