Group 1: Company Overview - Shaanxi Energy is a large energy enterprise primarily engaged in electricity and coal production, recognized as a "Double Hundred Enterprise" by the State-owned Assets Supervision and Administration Commission [2][3] - The company has a total installed power capacity of 11.18 million kW, with 9.18 million kW in operation and 2 million kW under construction [3] - It ranks first among state-owned enterprises in Shaanxi province with an operational power capacity of 5.86 million kW [3] Group 2: Coal Production Capacity - The company has coal reserves totaling approximately 4.164 billion tons, with an actual production capacity of 22 million tons per year and an additional 8 million tons per year under construction [3][4] - In 2022, the raw coal production reached 19.9002 million tons [4] Group 3: Financial Performance - The comprehensive gross profit margin for 2022 was 39%, which increased to 47.19% in Q1 2023 due to a higher proportion of self-used coal [4] - The company’s electricity generation in 2022 was 460.52 million kWh, with grid-connected electricity of 431.11 million kWh [3] Group 4: Market Dynamics and Pricing - The company’s pricing for electricity is regulated by relevant national and provincial policies, with no significant changes compared to 2022 [6][7] - The fluctuation in quarterly profits is primarily influenced by electricity demand and coal prices, which generally move in sync [5] Group 5: Future Developments and Strategies - The company is focusing on integrating coal and electricity production, with plans to enhance flexibility in power generation to support renewable energy integration [6][8] - Future projects will be aligned with national energy policies, including advancements in new energy technologies such as carbon capture and storage [6][8]
陕西能源(001286) - 陕西能源调研活动信息