宝新能源(000690) - 宝新能源调研活动信息

Group 1: Company Development Strategy - The company focuses on strengthening its core energy and power business while exploring new strategic industries such as financial investment, smart energy, and energy-saving technologies [1] - The development plan includes the construction of the Lufeng Jiahuwan Clean Energy Base and the expansion of the Meixian Heshuyuan Power Plant [1] Group 2: Project Approval and Funding - The Lufeng Jiahuwan Power Plant Phase II project has been approved by the Guangdong Provincial Development and Reform Commission, involving the construction of two 1000MW ultra-supercritical clean coal-fired units [2] - Total investment for the project is 780,656,000 CNY, with 156,600,000 CNY from self-funding and the remaining 624,056,000 CNY financed through domestic loans [2] - The project is expected to be operational by the end of 2024 [2] Group 3: Wind Power Operations - The Lufeng Jiahuwan onshore wind farm, with a capacity of 48MW, has been operational since 2009, demonstrating stable management and operation [2] - The company’s investment in the Shantou Houhu offshore wind project, which began operations in 2021, achieved a net profit of approximately 251 million CNY in the first half of 2022, with a utilization rate of 94% [2] Group 4: Risk Management Against High Coal Prices - The company is actively negotiating long-term coal supply agreements to mitigate the impact of high coal prices on its power business [2] - Strategies include optimizing internal costs, enhancing energy efficiency, and flexibly adjusting coal procurement strategies based on production needs and market conditions [2]