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Recently, listed companies under the Five-Year Development Group released their 2024 semi-annual report. Combined with the annual reports of many companies, under the new situation, many new features have also been shown. Focusing on the data of new power installations, in the first half of 2024, the listing of major power generation groups was still maintaining a prosperous new power installation. Compared with the same period in previous years, the new power and new installations have achieved a relatively stable and even slightly upward trend, and the number of listed companies in the department has even seen significant growth.
Data comes from various listed companiesEscort manila‘s data was released, and the department data was reduced in the same period in previous years. The following is the same
Business revenue and profit
In the latest 2024 semi-annual report, the five power listed companies’ revenue and profit expressions showed a clear differentiation format.
Hua Energy International has emerged with outstanding performance and became the “double-profit champion” for revenue and profit in the first half of the year. In fact, the current investment of 11.8806 billion yuan is not only the top five companies, but also the investment of one company exceeds 1,000 billion yuan.A major business. At the same time, Hua Energy’s international profitability is also extremely strong, with real profits of RMB 7.454 billion, an increase of 18.16% year-on-year.
The following is Guo Electric Power, which achieved a revenue of 85.828 billion yuan in the first half of the year, and its profit reached 6.716 billion yuan, a year-on-year increase of 127.35%, making it one of the fastest profit growth companies. Although the revenue of domestic power also dropped by 5.73% year-on-year, its strong profit growth has still attracted widespread attention in the market.
In addition to Huaneng International, the revenue of electric power and Huaneng International has also suffered from a year-on-year decline. The decline in electricity consumption in China was 3.22%, while the decline in China’s international electricity sales was even more significant, reaching 10.54%. These companies pointed out that the important reason for the decline in revenue is the double year-on-year decline in power and electricity prices, which reflects the current recovery and pressure of the power market.
DaTang Power and China’s power show a divergence in increasing strength. Although Datang Electric’s investment increased slightly by 0.19%, the year-on-year growth rate of profits belonging to shareholders of listed companies exceeded 100%, showing a significant increase in profitability. China Power is even more eye-catching, with revenue growth of 24.18% year-on-year, becoming one of the fastest-growing companies among the five companies, demonstrating its strong market competitiveness and growth potential.
Sugar babyNew installation
At present, the expansion center of attention of major listed companies in the new dynamic field is significantly towards the risk and photovoltaic fields, and at the same time, some companies are also involved in the gasoline-fired power generation projects. The specific situation of new installations in the first half of 2024 is as follows:
Domestic power: 230MW of new installation capacity has been added in the wind field, while more significant expansion has been achieved in the photovoltaic field, with new installations being addedSugar baby1540.3MW.
Longyuan Power: New additions in the wind sector in the first half of the yearThe machine capacity of 595MW is also strong in the photovoltaic field, with a new machine Sugar baby reaching 1691.73MW.
Datang DevelopmentEscort manilaEscort manilaEscort manilaEscort manilaEscort manilaIn the first half of the year, the number of new wind turbines was 564.32MW, and the photovoltaic field was also laid out, with 408.338MW of new turbines added.
Datang New Power: In the first half of the year, photovoltaics added 892.05MW of new installations, and 333MW of new installation capacity was added in the wind area.
Huaeng International: 1007MW of Escort manila has been added in the wind field, and at the same time, it has also shown great growth in the photovoltaic field. Song Wei put down his towel and filled in the form quickly so as not to delay the other party getting off work. Head, 1990MW of new installation.
China Power: As a leader in the field of cleaning power, the total cleaning power added machine volume reached 3309MW in the first half of 2024, continuing to promote the green transformation of the power structure.
Accumulation installation
In the installation version of various listed companies of various power generation groups, although the scale of each company is in line with the overall layout of the power generation group, it also shows unique differentiated characteristics.
Specifically, Huaneng InternationalEscort ranks first with a machine capacity of 138,570MW, followed by domestic power. Datang Electric Power ranked third with a machine size of 73734.862MW, and Hua International and China Power ranked fourth and fifth.
In addition, many other listed companies that hold shares are also playing a slight sensation in the field of power generation. Among them, Longyuan power discharged with a machine capacity of 37880.4MW, Huaneng Hydropower was tightened with 29203.2MW, and Shanghai Power and Datang Power were the best.Xinhua Power, Jilin Co., Ltd. and Inner Mongolia Hua Electric have also shown machine capacity exceeding 10,000 megawatts, respectively, which are 22,691.9MW, 15,554.72MW, 13,669.9MW and 13,246.9MW respectively. Although Qianyuan Power’s engine capacity is relatively small, its 4039.9MW engine scale also highlights its main position in regional power supply.
New Power Decoration Machines
Because major central enterprises do not place the high-quality assets of the department’s new power in the listed platform, the proportion of new power decoration machines of listed companies in the entire industry is still low. As of the first half of 2024, each company has performed differently in terms of wind and photovoltaic assembly capacity. (The specific data of listed companies such as China Power and Jilin Power Co., Ltd. have not been disclosed)
In particular, in the wind power field, Longyuan Power’s engine capacity has the largest capacity, reaching 28349.39MW, followed by Huaneng International, with a machine capacity of 16518MW. Big Tang Power and Big Tang Xin Power ranked third and fourth with 8028.81MW and 13114.2Sugar babyMW respectively. The capacity of Shanghai Power Vent Installer is 3866.1MW.
In the photovoltaic field, the capacity of domestic power is the highest, reaching 10082.1MW, followed by Huan Energy International, with the capacity of 15090MW. Shanghai Power ranks third with a machine capacity of 5357.6MW, while Longyuan Power, Datang Xin Power and Qianyuan Power’s photovoltaic machine capacity are 7656.01MW, 2440.52MW and 806.4MW respectively.
From the combined assembly capacity, Longyuan Power ranked first with a total assembly capacity of 36005.4MW, followed by Huaneng International with 31608MW, with Datang New Power and International Electric Power ranked third and fourth respectively, with machine capacity of 15554.72MW and 19605.4MW respectively. The combined capacity of Shanghai Power and Qianyuan Power is 9223.7MW and 806.4MW respectively.
Percentage of cleaning power
In addition to China Power, the other four companies’ important power generators are still coal-electricity. However, in terms of cleaning power, the conversion procedures of these companies are also accelerating.
As of the first half of the year, China Electric Power, a subsidiary of National Electric Power Investment, once again demonstrated its strength in Qing Dynasty. baby‘s leading position in the field of power, its cleaning power installation accounts for 77% of the proportion, and then it was the largest power generation, domestic power, and Huan Energy International. Among them, TC: