666-To The Moon - Tiger Brokers Online Investing Community

Like
Comment
Favorite

记事本2020
2021-08-30

666

Business two-wheel drive improves strategic layout, and Jingneng Clean Energy (0579. HK) 's interim results have steadily improved

总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。

Business two-wheel drive improves strategic layout, and Jingneng Clean Energy (0579. HK) 's interim results have steadily improved

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":811103906,"tweetId":"811103906","gmtCreate":1630293590105,"gmtModify":1676530259718,"author":{"id":3550828792714737,"idStr":"3550828792714737","authorId":3550828792714737,"authorIdStr":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":44,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>666</body></html>","htmlText":"<html><head></head><body>666</body></html>","text":"666","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/811103906","repostId":2163702540,"repostType":2,"repost":{"id":"2163702540","kind":"news","pubTimestamp":1630285168,"share":"https://ttm.financial/m/news/2163702540?lang=en_US&edition=fundamental","pubTime":"2021-08-30 08:59","market":"hk","language":"zh","title":"Business two-wheel drive improves strategic layout, and Jingneng Clean Energy (0579. HK) 's interim results have steadily improved","url":"https://stock-news.laohu8.com/highlight/detail?id=2163702540","media":"格隆汇","summary":"总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。","content":"<html><body>On August 26, Hong Kong stocks<a href=\"https://laohu8.com/S/00579\">Jingneng clean energy</a>(0579. HK) announced the 2021 interim results report: achieved operating income of RMB 9.340 billion, a year-on-year increase of 12.81%; Profit before tax was RMB1, 884 million, representing a year-on-year increase of 13.90%; The profit attributable to ordinary shareholders of the company was RMB 1.488 billion, a year-on-year increase of 14.90%; Basic and diluted earnings per share were RMB18.05 cents.This is an excellent report card. In a fiercely competitive market environment, in the first half of this year, Jingneng Clean Energy's revenue and net profit both achieved double-digit growth year-on-year. It can be said that there is \"stability\" and progress. Full of motivation.1. Steady business growth and further consolidation of industry positionThrough the semi-annual performance report released by Jingneng Clean Energy, it can be found that while the operating performance is growing steadily, it has performed well in multiple business dimensions and has been continuously optimized.The installed capacity has steadily increased,As of June 30, 2021, the company's total installed capacity was 11.215 million kilowatts, a year-on-year increase of 14%. Among them, the newly installed capacity of the wind power business segment was 349,000 kilowatts, all of which came from self-built projects.Power generation showed a relatively large increase.As of June 30, 2021, the company's total power generation capacity was 16.179 billion kilowatt hours, a year-on-year increase of 17.73%.Among them, the power generation of gas-fired power generation and heating business segment increased by 8.08% year-on-year;The power generation of the wind power business segment increased by 44.43% year-on-year; The power generation of the photovoltaic power generation business segment increased by 37.87% year-on-year, which was significantly higher than the national industry level for the same period.To sum up,Throughout the first half of 2021, Jingneng Clean Energy relied on its own soft and hard strength to give full play to its diversified competitive advantages, enabling each business segment to achieve steady growth.In particular, the photovoltaic sector exceeded the national level in the same period, fully catering to the development concepts of \"30, 60\", \"carbon peak and carbon neutrality\", and further consolidating the company's leading position in the industry as a local new energy state-owned enterprise.2. Driven by the two-wheel drive of independent development and project mergers and acquisitions, business synergy is highlightedWhen judging the growth of an enterprise, there are often two points worthy of attention. First, the growth of endogenous power, that is, relying on the enterprise's own accumulation, accumulates thick and thin development; Second, extension mergers and acquisitions, through mergers and acquisitions, realize the integration of market, resources and technology, and achieve rapid development under the efficient internal control ability of enterprises.In terms of endogenous power growth, we will continue to accelerate the pace of independent project development and construction.According to data from the interim report, as of the first half of 2021, the company has independently developed 18 wind power and photovoltaic projects that have achieved construction indicators, with an installed capacity of 1.754 million kilowatts.Among them, the \"Beijing-Zhangjiakou Olympic Wind Power Project\" undertaken by the company takes advantage of the abundant wind power resources in Zhangjiakou and takes the opportunity of Beijing and Hebei Province to jointly bid for the Winter Olympic Committee to transport winter wind power from Zhangjiakou to the Beijing power grid for winter heating. At the same time, it will contribute to the pioneering work of Beijing Winter Olympic Committee to achieve green power coverage in all venues for the first time in the history of the Olympic Games in 2022.Not only that, the construction of this project has enabled the development and utilization of local abundant wind energy resources, which has greatly promoted the development of regional economy. At the same time, Beijing's energy structure has been greatly optimized, which is more conducive to the implementation and effective results of the central government's strategic deployment of coordinated development of \"Beijing-Tianjin-Hebei integration\".It is understood that the total installed capacity of the project is 1.2 million kilowatts. Among them, Jingneng Clean Energy has a self-built capacity of 775,000 kilowatts. So far, it has completed the share transfer of Dongxu Shangyi's 200,000-kilowatt wind power project and Guoxin Haojiaying's 100,000-kilowatt wind power project. The installed capacity of Jingneng Clean Energy Management reaches 1.075 million kilowatts, with a total project investment of approximately 9 billion yuan.In terms of extension expansion, we will vigorously expand our business through project mergers and acquisitions. As of the first half of 2021,A total of 13 wind power and photovoltaic projects are undergoing mergers and acquisitions, with an installed capacity of 1.486 million kilowatts. In July this year, the company entered into equity transfer agreements with Ningxia Jiaze in Kaiyang and Boyang, and acquired 297.5 MW wind power and photovoltaic projects in Hongsibao, Ningxia, and 99MW wind power projects in Tongxin, Ningxia, contributing to the installed capacity growth of Jingneng Clean Energy in the second half of the year. A strength.It is worth mentioning thatThis acquisition is conducive to the intensive management of Jingneng Clean Energy Northwest Branch and will form a good synergistic effect with the company's existing assets. It can not only achieve the purpose of complement each other's advantages, learn from each other's strengths, reduce costs and increase efficiency, and cooperate with each other's businesses, but also enable the company to form a national and all-round strategic layout.In fact, mergers and acquisitions are the only way to increase the concentration of the new energy industry, and they are also a manifestation of the reshuffle within the industry.As the cost of self-built projects in the overall industry increases, it has become one of the new business models for new energy companies to seek to acquire equity acquisitions to obtain projects through mergers and acquisitions, or even acquire other industries to fill shortcomings in business layout and expand scale.For new energy companies, changing from pure competition to cooperation can not only leverage each other's strength, but also avoid investment risks to a certain extent and maximize benefits. At the same time, we can also give full play to the strengths of each company and make the enterprise the best.Therefore, in the long run, with the change of market environment, the future development mode of new energy enterprises, in addition to hard work and strengthening their own hard core strength, will obtain more resources in the form of mergers and acquisitions, reorganizations, etc., and try in various fields. \"Two-wheel drive\" or even \"four-wheel drive\" will be the future growth path of new energy enterprises, and Jingneng Clean Energy has officially embarked on this high-speed road of \"becoming stronger and bigger\".</body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Business two-wheel drive improves strategic layout, and Jingneng Clean Energy (0579. HK) 's interim results have steadily improved</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBusiness two-wheel drive improves strategic layout, and Jingneng Clean Energy (0579. HK) 's interim results have steadily improved\n</h2>\n<h4 class=\"meta\">\n\n格隆汇2021-08-30 08:59\n\n</h4>\n</header>\n<article>\n<html><body>On August 26, Hong Kong stocks<a href=\"https://laohu8.com/S/00579\">Jingneng clean energy</a>(0579. HK) announced the 2021 interim results report: achieved operating income of RMB 9.340 billion, a year-on-year increase of 12.81%; Profit before tax was RMB1, 884 million, representing a year-on-year increase of 13.90%; The profit attributable to ordinary shareholders of the company was RMB 1.488 billion, a year-on-year increase of 14.90%; Basic and diluted earnings per share were RMB18.05 cents.This is an excellent report card. In a fiercely competitive market environment, in the first half of this year, Jingneng Clean Energy's revenue and net profit both achieved double-digit growth year-on-year. It can be said that there is \"stability\" and progress. Full of motivation.1. Steady business growth and further consolidation of industry positionThrough the semi-annual performance report released by Jingneng Clean Energy, it can be found that while the operating performance is growing steadily, it has performed well in multiple business dimensions and has been continuously optimized.The installed capacity has steadily increased,As of June 30, 2021, the company's total installed capacity was 11.215 million kilowatts, a year-on-year increase of 14%. Among them, the newly installed capacity of the wind power business segment was 349,000 kilowatts, all of which came from self-built projects.Power generation showed a relatively large increase.As of June 30, 2021, the company's total power generation capacity was 16.179 billion kilowatt hours, a year-on-year increase of 17.73%.Among them, the power generation of gas-fired power generation and heating business segment increased by 8.08% year-on-year;The power generation of the wind power business segment increased by 44.43% year-on-year; The power generation of the photovoltaic power generation business segment increased by 37.87% year-on-year, which was significantly higher than the national industry level for the same period.To sum up,Throughout the first half of 2021, Jingneng Clean Energy relied on its own soft and hard strength to give full play to its diversified competitive advantages, enabling each business segment to achieve steady growth.In particular, the photovoltaic sector exceeded the national level in the same period, fully catering to the development concepts of \"30, 60\", \"carbon peak and carbon neutrality\", and further consolidating the company's leading position in the industry as a local new energy state-owned enterprise.2. Driven by the two-wheel drive of independent development and project mergers and acquisitions, business synergy is highlightedWhen judging the growth of an enterprise, there are often two points worthy of attention. First, the growth of endogenous power, that is, relying on the enterprise's own accumulation, accumulates thick and thin development; Second, extension mergers and acquisitions, through mergers and acquisitions, realize the integration of market, resources and technology, and achieve rapid development under the efficient internal control ability of enterprises.In terms of endogenous power growth, we will continue to accelerate the pace of independent project development and construction.According to data from the interim report, as of the first half of 2021, the company has independently developed 18 wind power and photovoltaic projects that have achieved construction indicators, with an installed capacity of 1.754 million kilowatts.Among them, the \"Beijing-Zhangjiakou Olympic Wind Power Project\" undertaken by the company takes advantage of the abundant wind power resources in Zhangjiakou and takes the opportunity of Beijing and Hebei Province to jointly bid for the Winter Olympic Committee to transport winter wind power from Zhangjiakou to the Beijing power grid for winter heating. At the same time, it will contribute to the pioneering work of Beijing Winter Olympic Committee to achieve green power coverage in all venues for the first time in the history of the Olympic Games in 2022.Not only that, the construction of this project has enabled the development and utilization of local abundant wind energy resources, which has greatly promoted the development of regional economy. At the same time, Beijing's energy structure has been greatly optimized, which is more conducive to the implementation and effective results of the central government's strategic deployment of coordinated development of \"Beijing-Tianjin-Hebei integration\".It is understood that the total installed capacity of the project is 1.2 million kilowatts. Among them, Jingneng Clean Energy has a self-built capacity of 775,000 kilowatts. So far, it has completed the share transfer of Dongxu Shangyi's 200,000-kilowatt wind power project and Guoxin Haojiaying's 100,000-kilowatt wind power project. The installed capacity of Jingneng Clean Energy Management reaches 1.075 million kilowatts, with a total project investment of approximately 9 billion yuan.In terms of extension expansion, we will vigorously expand our business through project mergers and acquisitions. As of the first half of 2021,A total of 13 wind power and photovoltaic projects are undergoing mergers and acquisitions, with an installed capacity of 1.486 million kilowatts. In July this year, the company entered into equity transfer agreements with Ningxia Jiaze in Kaiyang and Boyang, and acquired 297.5 MW wind power and photovoltaic projects in Hongsibao, Ningxia, and 99MW wind power projects in Tongxin, Ningxia, contributing to the installed capacity growth of Jingneng Clean Energy in the second half of the year. A strength.It is worth mentioning thatThis acquisition is conducive to the intensive management of Jingneng Clean Energy Northwest Branch and will form a good synergistic effect with the company's existing assets. It can not only achieve the purpose of complement each other's advantages, learn from each other's strengths, reduce costs and increase efficiency, and cooperate with each other's businesses, but also enable the company to form a national and all-round strategic layout.In fact, mergers and acquisitions are the only way to increase the concentration of the new energy industry, and they are also a manifestation of the reshuffle within the industry.As the cost of self-built projects in the overall industry increases, it has become one of the new business models for new energy companies to seek to acquire equity acquisitions to obtain projects through mergers and acquisitions, or even acquire other industries to fill shortcomings in business layout and expand scale.For new energy companies, changing from pure competition to cooperation can not only leverage each other's strength, but also avoid investment risks to a certain extent and maximize benefits. At the same time, we can also give full play to the strengths of each company and make the enterprise the best.Therefore, in the long run, with the change of market environment, the future development mode of new energy enterprises, in addition to hard work and strengthening their own hard core strength, will obtain more resources in the form of mergers and acquisitions, reorganizations, etc., and try in various fields. \"Two-wheel drive\" or even \"four-wheel drive\" will be the future growth path of new energy enterprises, and Jingneng Clean Energy has officially embarked on this high-speed road of \"becoming stronger and bigger\".</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://www.gelonghui.com/news/detail.html?id=608034\">格隆汇</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"00579":"京能清洁能源"},"source_url":"https://www.gelonghui.com/news/detail.html?id=608034","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163702540","content_text":"8月26日，港股京能清洁能源(0579.HK)公布2021中期业绩报告：实现营业收入人民币93.40亿元，同比增长12.81%；除税前溢利为人民币18.84亿元，同比增长13.90%；公司普通股股东应占溢利为人民币14.88亿元，同比增长14.90%；每股基本及摊薄盈利人民币18.05分。这是一份优异的成绩单，在竞争激烈的市场环境下，今年上半年，京能清洁能源的营收、净利润同比增速双双取得两位数增长，可以说“稳”中有进，前进动力十足。1、业务稳健增长，行业地位进一步巩固通过京能清洁能源发布的半年度业绩报告，可以发现在经营业绩稳健增长的同时，在多个业务维度均有不俗表现，并且得到持续优化。装机容量稳步提高，截至2021年6月30日，公司控股总装机容量为1,121.5万千瓦，同比增长14%，其中，风力发电业务板块新增装机容量34.9万千瓦，全部来自于自建项目。发电量呈现较大幅度的增长。截至2021年6月30日，公司控股总发电量为161.79亿千瓦时，同比增长17.73%。其中燃气发电及供热业务板块发电量同比增长8.08%；风力发电业务板块发电量同比增长44.43%；光伏发电业务板块发电量同比增长37.87%，明显高于全国行业同期水平。总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。尤其是光伏板块更是超过全国同期的水平，充分迎合“30,60”、“碳达峰、碳中和”的发展理念，进一步巩固了公司作为地方新能源国企的行业领先地位。2、自主开发与项目并购双轮驱动，业务协同效应凸显评判一家企业的增长，往往有两个看点值得关注，其一，内生动力的增长，即依靠企业自身积累，厚积薄发；其二，外延式并购，通过收并购，实现市场、资源、技术的整合，在高效的企业内控能力之下，实现高速发展。 在内生动力增长方面，不断加快自主项目开发、建设的步伐。根据中报数据显示，截至2021年上半年，公司自主开发取得建设指标的风电、光伏项目18个，装机容量175.4万千瓦。 其中，公司承建的“京张奥运风电项目”，利用张家口地区丰富的风电资源，以北京市和河北省联合申办冬奥委会为契机，将张家口地区风电输送至北京电网以冬季供热方式进行消纳，同时为2022年北京冬奥委会在奥运史上首次实现全部场馆绿色电力覆盖的创举贡献首都国企的一份力量。不仅如此，该项目的建设让当地丰富的风能资源得到了开发与利用，对发展地区经济起到巨大的推动作用。同时极大地优化了北京能源结构，更有利于中央“京津冀一体化”协同发展的战略部署落地、产生实效。据了解，该项目总装机容量120万千瓦。其中京能清洁能源自建容量77.5万千瓦，截至目前，已经完成了东旭尚义20万千瓦风电项目、国新郝家营10万千瓦风电项目股转。京能清洁能源管理装机容量达107.5万千瓦，项目总投资约90亿元。在外延式扩张上，通过项目并购的方式大力拓展业务。截至2021年上半年，正在开展并购工作的风电、光伏项目共计13个，装机容量148.6万千瓦。今年7月份，公司与宁夏嘉泽订立了恺阳及博阳股权转让协议，收购了宁夏红寺堡297.5MW风电、光伏项目及宁夏同心99MW风电项目，为京能清洁能源下半年的装机容量增长贡献了一份力量。值得一提的是，此次收购有利于京能清洁能源西北分公司的集约化管理，将与公司既有资产形成较好的协同效应。不仅可以达到优势互补，取长补短，降本增效，业务相互协同的目的，还可以让公司形成全国化、全方位的战略布局。事实上，收购并购是新能源行业集中度增强的必经之路，也是行业内部洗牌的一种表现。随着整体行业自建项目成本的增加，寻求通过并购形式收购股权获得项目，甚至收购其他行业填补业态布局短板、扩大规模已成为新能源企业新的经营模式之一。对新能源企业而言，由之前的纯竞争转为合作，不仅可以相互借力，一定程度上规避投资风险，实现利益最大化。同时，还可以发挥各家所长，把企业做到最好。因此，长期来看，随着市场环境的变化，新能源企业未来的发展模式，除了苦练内功，增强自身的硬核实力之外，以并购、重组等形式来获取更多资源，多领域的尝试，“双轮驱动”以至“四轮驱动”将是新能源的企业未来成长之路，京能清洁能源已正式踏上了这条“做强、做大”的高速之路。","news_type":1,"symbols_score_info":{"00579":1}},"isVote":1,"tweetType":1,"viewCount":1898,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}