赣能股份(000899) - 赣能股份调研活动信息

Group 1: Company Overview - The main business of Jiangxi Ganneng Co., Ltd. includes thermal, hydropower, and renewable energy generation, transitioning from a traditional energy company to a comprehensive energy service provider [2] - The total installed capacity of the company's operational power plants is 157.84 million kW, including one thermal power plant and two hydropower plants [2] - The installed capacity of the thermal power plant is 2×70 million kW, while the hydropower plants have capacities of 2×30 million kW and 2×20 million kW, respectively [2] - The photovoltaic project has an installed capacity of 7.84 million kW, with an additional thermal power plant under construction designed for 2×100 million kW [2] Group 2: Project Progress - The construction of the Fengdian Phase III project is progressing steadily, with one unit expected to be operational in the first half of 2022 [3] Group 3: Power Generation and Procurement - In Q1 2022, the power generation of the company's thermal and hydropower plants increased compared to the same period last year [3] - The main coal suppliers for the company in 2021 were Guoneng Sales Group Co., Ltd., China Coal Huazhong Energy Co., Ltd., and Jiangxi Shangan Coal Sales Co., Ltd. [3] - The company adopts a procurement strategy primarily based on long-term contracts supplemented by market purchases, with long-term contracts signed following national guidelines [3] Group 4: Future Development and Investments - The company aims to enhance its renewable energy capacity as part of its "Big Energy" strategy and the "14th Five-Year" development plan [3] - Jiangxi Ganneng holds a 23.33% stake in Jiangxi Changtai Expressway Co., Ltd., with an initial investment of 350 million yuan, which is expected to yield good returns [3] - The company is collaborating with China Power Engineering Consulting Group to establish Jiangxi Ganneng Shanggao Power Co., Ltd., focusing on a 2000MW clean coal power project [3] - The company plans to invest in a 500MW-600MW centralized photovoltaic project in Shanggao County [3]