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.
CICC: Profit improvement in clean energy in Q3 24, with bright spots in thermal power operation.
Under the influence of weak wind conditions and the pressure on electricity prices, the revenue of the new energy generation sector only increased by 0.76% year-on-year; while the net income attributable to equity holders decreased by 5.79% year-on-year.
SDIC Power Holdings Co., Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Express News | The number of accepted applications reached a new high for the year in a single month, but refinancing continues to face strict scrutiny.
sdic power holdings (600886): Yalong River water inflow continues to recover, thermal power generation slightly under pressure.
Event: On the evening of October 30, 2024, the company released the third quarter report of 2024. In the first three quarters of 2024, the company achieved revenue of 44.395 billion yuan, a year-on-year increase of 4.34%; achieving a net profit attributable to the mother of 65.78 billion yuan.
sdic power holdings (600886): The power generation of Yalong River Hydropower Station increased both month-on-month and year-on-year, and the Two River Mouth Power Station was fully filled for the first time.
Event: In the first three quarters of 2024, the company achieved revenue of 44.395 billion yuan, a year-on-year increase of 4.34%; achieved net income attributable to the parent of 6.578 billion yuan, a year-on-year increase of 8.69%; weighted average roe is 11.
sdic power holdings (600886) quarterly report review: performance in line with expectations, yalong river energy storage capacity increased year-on-year.
sdic power holdings released its third quarter report: In 3Q24, it achieved revenue of 17.294 billion yuan (yoy +6.87%, qoq +33.09%), with a net profit attributable to the parent company of 2.834 billion yuan (yoy +4.38%,
SDIC Electric Power: SDIC Power Holdings Co., Ltd. Report for the Third Quarter of 2024
SDIC Power Holdings Co., Ltd. Report for the Third Quarter of 2024
sdic power holdings (600886): improved water supply + installed capacity growth, wind power quantity increase leads to price reduction.
On the evening of October 30th, the company released the third quarter report for the year 24, with a revenue of 44.4 billion yuan in Q1-Q3 24, an increase of 4.3% year-on-year; achieving a net income attributable to the mother after non-deduction of 6.35 billion yuan, an increase of 5.4% year-on-year. 3Q24
Express News | Refinancing welcomes new changes, with 16 new acceptances in October.
SDIC Power Holdings (600886.SH): In 2024, the application for the issuance of A-shares to specific entities from the National Social Security Fund Council was accepted by the Shanghai Stock Exchange.
On October 20th, Gelunhui reported that SDIC Power Holdings (600886.SH) announced that the company received a notice on October 18, 2024 from the Shanghai Stock Exchange (referred to as the Shanghai Exchange) regarding the acceptance of the application for the issuance of securities by SDIC Power Holdings Limited as a listed company on the main board of the Shanghai Stock Exchange (Refinancing Review No. 2024 240). The Shanghai Exchange verified the prospectus for the issuance of securities by listed companies on the main board of the Shanghai Stock Exchange submitted by the company according to relevant regulations, deemed the application documents complete and in compliance with legal requirements, and decided to accept them for review in accordance with the law. The company
SDIC Power's Q3 Power Generation Rises 12%
SDIC Electric Power Holdings Co., Ltd. announced the main operating data for the third quarter of 2024
sdic power holdings (600886.SH) completed a cumulative domestic controlling enterprises power generation of 133.277 billion kilowatt-hours in the first three quarters, a year-on-year increase of 10.14%.
sdic power holdings (600886.SH) announced that according to preliminary statistics of its domestic holding companies, as of 2024...
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