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China Merchants: The potential performance elasticity of Guoneng Daduhhe exceeds 16%, with capacity growth and joint dispatch providing high growth potential.
With the rapid growth of electricity consumption in the Sichuan-Chongqing region, and the continuous increase in the proportion of local market-oriented trading, the market-based electricity prices in Sichuan hydropower are expected to rise.
Research Reports | Haitong Securities: Initially gives SDIC Power Holdings an "outperform" rating, with a value range of 17.10 yuan to 19.38 yuan
On November 15, Gelonghui reported that haitong sec's research report indicated that as of Q3 2024, sdic power holdings (600886.SH) had an installed capacity of 42.54 million kilowatts, with hydropower/thermal power/wind and solar respectively at 21.3/13.2/8.03 million kilowatts. The company achieved a net profit attributable to the parent of 6.7/6.6 billion yuan in 2023/Q1-3, with YOY growth of 64%/9%. The firm believes that with the advancement of market-oriented trade, the price increases due to supply and demand tensions in dry years are expected to alleviate the decline in hydropower revenue, thus enhancing performance stability. According to the company's 14th Five-Year Plan, the installed capacity of new energy is projected to reach 170 by 2025.
SDIC Power Holdings (600886): Introducing social security global strategy investment, accelerating the construction of Yalong River.
Social security participation accelerates the development of clean energy and enhances the stability of capital markets. SDIC Power Holdings is a comprehensive power generation company under the state development and investment group, sharing the rights to develop hydropower in the Yalong River basin with sichuan chuantou energy (holding 52% of the shares). As of 24Q3, the company is
Research reports Discovery | Changjiang Securities: Maintaining a "buy" rating on sdic power holdings, with hydropower electricity volume driving high revenue growth.
Gelonghui November 12th | Changjiang Securities research reports that with abundant water supply and high electricity output, SDIC Power Holdings (600886.SH) achieved steady revenue growth in the third quarter. Since the second half of the year, the water supply in the Yalong River Basin has remained abundant. In the third quarter, the company's hydropower generation reached 37.024 billion kilowatt-hours, an increase of 22.64% year-on-year. Compared to the same period last year, the company added the Qinzhou Phase II coal-fired power project in the third quarter, and there was also a year-on-year growth in new energy installations, leading to an increase in depreciation and operating costs. As a result, the company's gross profit in the third quarter was 7.165 billion yuan, a year-on-year increase of 0.67%, with hydropower gross profit expected to increase year-on-year.
sdic power holdings (600886): Hydropower electricity volume leads revenue growth, while thermal power costs limit performance growth.
The company released its 2024 third quarter report: in the third quarter of 2024, the company achieved revenue of 17.294 billion yuan, a year-on-year increase of 6.87%; and achieved a net income attributable to the mother of 2.834 billion yuan, a year-on-year increase of 4.38%.
Express News | Song Hebin appointed as the chairman of jiangxi ganneng.
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