宝新能源(000690) - 宝新能源调研活动信息

Company Overview and Business Development - The company, Guangdong Baoli Huasheng New Energy Co., Ltd., was listed on the Shenzhen Stock Exchange in January 1997, focusing on new energy power generation [1] - The business development plan emphasizes strengthening the core energy power business, particularly the Lufeng Jiahuwan Clean Energy Base [1] Operational Performance and Response to High Coal Prices - In the first three quarters of 2022, the company achieved operating revenue of CNY 3.183 billion, a year-on-year increase of 30.56% [3] - Net profit attributable to shareholders reached CNY 181 million, up 13.94% year-on-year [3] - The company has implemented measures to optimize internal costs and enhance operational efficiency in response to high coal prices [3] Future Project Development - The company plans to advance the expansion of the Meixian Heshuyuan Power Plant (2 × 1000MW) and the Lufeng Jiahuwan Power Plant (4 × 1000MW) [3] - These projects are part of existing site expansions, with a focus on meeting national energy security strategies [3] Wind Power Operations - The Lufeng Jiahuwan (onshore) wind farm, with a capacity of 48MW, has been operational since 2009, demonstrating stable management [3] - The Shantou Hohai offshore wind project, which began operations in 2021, achieved a net profit of approximately CNY 251 million in the first half of 2022, with a utilization rate of 94% [3] Financial Investment Business - The company maintains a cautious approach to financial investments, achieving a net profit of CNY 80.18 million from the Meizhou Commercial Bank, a 504.7% increase year-on-year [4] - The Shantou Hohai offshore wind project also contributed significantly to profits, alongside other investments [4] Future Development Outlook - The company aims to strengthen its core business in new energy power, aligning with national carbon neutrality goals and the growth of non-fossil energy generation capacity [4] - Plans include developing new financial investments, smart energy, energy storage, and new energy service technologies to ensure sustainable growth [4]