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The low-carbon transformation of coal-fired power is here.

The first 2024 semi-annual report of A shares is released

On the evening of July 15,Gold irradiationReleased the first 2024 semi-annual report of A-shares.

According to the company's semi-annual report,Gold irradiationIn the first half of this year, the company achieved operating income of 179 million yuan, a year-on-year increase of 5.44%; net profit attributable to shareholders of the parent company was 64.6825 million yuan, a year-on-year increase of 1.08%; and non-net profit was 63.116 million yuan, a year-on-year increase of 0.49%.

The company is mainly engaged in irradiation technology services, and is affiliated to the civilian non-power nuclear technology application industry. It is one of the seven major business sectors of China Gold Group. As a professional sterilization service company, the company mainly uses irradiation sterilization as a means, and also has a disinfection supply center, which mainly provides disinfection and sterilization services for reusable diagnostic and treatment equipment, instruments, nursing kits, and surgical kits for medical institutions and medical device manufacturers. During the reporting period, irradiation sterilization services were the company's main source of income and profit.

Since its listing in March 2021, the company has distributed cash dividends five times, with a total of 264 million yuan in cash dividends. As of June 30, the total number of shareholders of China Gold Irradiation was 13,998, a decrease of 1,169 from the previous month, a decrease of 7.71%.

The two departments issued an action plan for low-carbon transformation of coal-fired power

According to the National Development and Reform Commission's website on July 15, in order to coordinate the low-carbon transformation of existing coal-fired power units and the low-carbon construction of new coal-fired power units, improve the level of clean and efficient utilization of coal, accelerate the construction of a clean, low-carbon, safe and efficient new energy system, and help achieve the carbon peak and carbon neutrality goals, the National Development and Reform Commission and the National Energy Administration recently issued the "Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power (2024-2027)" (hereinafter referred to as the "Action Plan").

The Action Plan requires that by 2025, the first batch of coal-fired power low-carbon transformation construction projects will all be started, and a number of coal-fired low-carbon power generation technologies will be transformed and applied;The carbon emissions per kilowatt-hour of electricity of relevant projects are about 20% lower than the average carbon emissions level of similar coal-fired power units in 2023, and are significantly lower than the carbon emissions level of existing advanced coal-fired power units, exploring useful experience for the clean and low-carbon transformation of coal-fired power.By 2027, the technology route for low-carbon coal-fired power generation will be further expanded, and the construction and operation costs will be significantly reduced; the carbon emissions per kilowatt-hour of related projects will be reduced by about 50% compared with the average carbon emissions level of similar coal-fired power units in 2023, and will be close to the carbon emissions level of natural gas power units, forming a strong leading and driving role in the clean and low-carbon transformation of coal-fired power.

In terms of industry, power shortages have occurred frequently since the 14th Five-Year Plan, forcing the approval and commencement of coal-fired power projects to accelerate. At the current stage, peak installed capacity is still tight, and some areas with high growth in electricity demand may be in a state of relative shortage of coal-fired power for a longer period of time.

According to the forecast of China Electricity Council, the peak load in 2024 will increase by about 100 million kilowatts year-on-year to about 1.45 billion kilowatts. Even if the coal-fired power generation may reach its peak, under the pressure of the continued growth of peak load,Coal-fired power may show a development trend of "increasing capacity and reducing quantity", and the installed capacity growth is expected to continue.

SDIC Securities said that compared with the performance volatility of traditional thermal power, coal-electricity integration enables coal mines and thermal power plants to establish a complementary, long-term mechanism for sharing benefits and risks, reduce operating risks caused by coal price fluctuations, and ensure the long-term stable supply of fuel for power plants.It has higher performance stability and low volatility dividend attributes.

These coal-electricity integration stocks are worth paying attention to

According to the Securities Times Databao statistics, some listed companies with coal-electricity integration have attracted high attention from institutions.China Shenhua, Guodian Power, Wanneng Power, Xinji Energy, Power Investment EnergyThe number of rating agencies ranked first, namely 25, 22, 17, 15 and 11 respectively.

China ShenhuaAs a leading company in the domestic coal industry, the power generation business is mainly coal-fired power units. By the end of 2023, the company has 43.164 million kilowatts of coal-fired power installed capacity, and 78% of the coal used in the power generation business is supplied by its own coal business. In 2023, the company's coal sales to the domestic market reached 74.6 million tons, accounting for 16.6% of the total coal sales.

Guodian PowerAs the leading listed thermal power company in China, the company's coal-fired power installed capacity will reach 72.794 million kilowatts by the end of 2023. Backed by the group's coal supply advantages, Guodian Power has maintained a long-term coal contract ratio of more than 90%.

Diantou EnergyIt is a core energy listed company in eastern Inner Mongolia under State Power Investment Corporation. By the end of 2023, the company has a coal production capacity of 48 million tons, a thermal power installed capacity of 3GW, and a green power installed capacity of 4.5GW. The company's thermal power sector, Huomei Hongjun Thermal Power 1.8GW and Huolinhe Kengkou Power Plant 1.2GW, both achieve 100% coal self-sufficiency.

So far, 5 stocks in the coal-electricity integration sector have released their semi-annual performance forecasts.Guodian Power, Wanneng Power, Huaihe EnergyNet profit achieved year-on-year growth, with the median growth rates being 120.92%, 70.99% and 58.94% respectively;China Shenhua, Panjiang SharesNet profit decreased year-on-year.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Yang Shuxin

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