Leej Twg Yog Tus NO.1 Ntawm 6 Pawg Lub Zog Loj

Nov 18, 2022

Thaum Lub Kaum Ib Hlis 4, Tuam Tshoj Huadian tau kos npe rau daim ntawv cog lus ntawm kev koom tes nrog Shanghai Tshuag Txauv. Hauv kev sib tham ntawm "cov thawj coj saum toj kawg nkaus" ntawm ob chav, lub tuam txhab Huadian Group tab tom npaj mus rau pej xeem -- Huadian Tshiab Zog tau hais. Jiang Yi, tus thawj coj ntawm Tuam Tshoj Huadian, tau hais tias nyob rau xyoo tas los no, nrog kev txhawb nqa zoo ntawm Shanghai Tshuag Txauv, Tuam Tshoj Huadian tau ua tiav cov txiaj ntsig zoo hauv kev txhawb nqa cov npe tshaj tawm ntawm Huadian Tshiab Zog.

 

Raws li lub zog tseem ceeb ntawm kev txhim kho lub zog tshiab nyob rau hauv Huadian Group, Huadian Tshiab Zog tau dhau los ntawm ntau qhov kev txhaj tshuaj. Tam sim no, nws lub peev xwm tuav tau tshaj 27 lab kW, thiab nws cov nyiaj tau los hauv 2021 tau tshaj 7.8 billion yuan.

 

Nyob rau hauv lub neej yav tom ntej, tom qab lub tuam txhab tau teev dua, nws yuav dhau los ua ib lub tuam txhab tshiab lub zog tshiab nyob hauv Suav teb, nrog rau qhov ntsuas ncaj qha rau lub ntiaj teb cov neeg ua haujlwm cua loj tshaj plaws -- Longyuan Power.

 

Raws li keeb kwm yav dhau los ntawm "dual carbon" lub hom phiaj, tsib pawg tsim hluav taws xob loj tau pib qhov kev sib tw ntawm lub zog tshiab. Cov txiaj ntsig zoo li cas yog kev lag luam hluav taws xob tshiab? Polaris zog network txheeb cais ntawm tsib lub tuam txhab loj tshaj tawm lub zog tshiab nyob rau hauv lub zog tsim hluav taws xob, piv nrog lub zog thermal hauv ob xyoos dhau los, kev ua tau zoo ntawm cov tuam txhab hluav taws xob tshiab tuaj yeem hais tau tias ci ntsa iab.

 

Huadian Tshiab Zog thiab Huaneng Tshiab Zog yog lub zog tseem ceeb rau kev tsim kho lub zog tshiab hauv kev lag luam hauv Huadian Group thiab Huaneng Group. Tshwj xeeb yog Huadian Tshiab Zog, tom qab ob peb qhov kev sib koom ua ke ntawm cov cuab yeej cuab tam, txhim kho lub peev xwm thiab cov nyiaj tau los tau nce siab, thiab rov sau npe kuj tseem nyob rau hauv kev kawm. Yog li cov ntaub ntawv ntawm ob lub tuam txhab no kuj suav nrog.

 

Longyuan Fais Fab - nyob rau hauv State Energy Group

 

Longyuan Power, teev nyob rau hauv pawg thawj coj ntawm Hong Kong hauv 2009, yog lub npe hu ua "Tuam Tshoj thawj lub zog tshiab", thiab hauv 2022, nws tau teev npe A shares. Txij li thaum xyoo 2015, nws tau tuav nws txoj haujlwm ua lub ntiaj teb cov neeg siv hluav taws xob loj tshaj plaws.

 

Thaum kawg ntawm xyoo 2021, Longyuan Power Holdings tau teeb tsa 26.69 lab kW, suav nrog 23.66 lab kW cua zog.

 

Hauv xyoo 2021, Longyuan Power tau ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 37.208 billion yuan.

 

Xyoo 2021, Longyuan Power tau ua tiav cov txiaj ntsig ntawm 6.404 billion yuan.

 

Huadian Tshiab Zog -- nyob rau hauv pab pawg Huadian

 

Huadian Tshiab Zog yog tib lub platform rau kev sib koom ua ke zaum kawg ntawm Huadian Group lub zog cua thiab hnub ci tsim hluav taws xob tshiab ua lag luam.

 

Tom qab tshem tawm ntawm Huadian Fuxin hauv 2020, Huadian Tshiab Zog kev koom ua ke platform pib rov tsim kho lub zog tshiab hauv Huadian Group. Huadian Group thiab Huadian International tau ua tiav txhaj tshuaj ntau dua 20 lab kW ntawm lub zog tshiab rau hauv Huadian Tshiab Zog.

 

Thaum Lub Xya Hli, Huadian Tshiab Zog tau tshaj tawm nws thawj qhov kev tshaj tawm rau pej xeem (ua ntaub ntawv), qhia tias lub tuam txhab rov sau npe tau nce zuj zus.

 

Raws li lub Peb Hlis 31, 2022, Huadian Tshiab Zog Tuav muaj peev xwm ntawm 27.24 lab kW, suav nrog cua zog 20.58 lab kW thiab photovoltaic 6.65 lab kW.

 

Xyoo 2021, Huadian Tshiab yuav ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntau dua 20 billion yuan.

 

Hauv 2021, cov nyiaj tau los ntawm Huadian Xineng tau tshaj 7.8 billion yuan.

 

Huaneng Tshiab Zog -- belongs rau Huaneng Group

 

Huaneng Tshiab Zog kuj tau xaiv tshem tawm hauv 2020. Tom qab ob peb xyoos ntawm txoj kev loj hlob, kev ua tau zoo ntawm Huaneng Tshiab Zog tau nce siab heev. Tam sim no, Huaneng Tshiab Zog tseem tsis tau teev nyob rau hauv xov xwm.

 

Thaum kawg ntawm lub Kaum Ob Hlis 2020, Huaneng lub peev xwm ntawm lub zog tshiab yog 14.63 lab kW. (Cov ntaub ntawv rau 2021 tseem tsis tau muaj)

 

Xyoo 2021, Huaneng Tshiab Zog tau ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 15.899 billion yuan.

 

Xyoo 2021, Huaneng Tshiab Zog tau ua tiav cov txiaj ntsig ntawm 5.938 billion yuan.

 

Datang Tshiab Zog - belongs rau Datang Group

 

Thaum kawg ntawm xyoo 2021, Datang New Energy Holdings tau teeb tsa 13.07 lab kW, suav nrog 11.99 lab kW cua zog.

 

Hauv 2021, Datang Tshiab Zog tau ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 11.625 billion yuan.

 

Hauv 2021, Datang Tshiab Zog tau ua tiav tag nrho cov txiaj ntsig ntawm 2.462 billion yuan.

 

Jidian Corporation - nyob rau hauv lub Xeev lub zog kev nqis peev

 

Raws li lub Xeev Lub Tuam Txhab Kev Lag Luam Kev Lag Luam, Jidian Power Co., Ltd. tau siv zog los hloov mus rau lub zog tshiab, thiab lub peev xwm ntawm lub zog tshiab tau suav nrog ntau dua 50%. Yog li ntawd, cov ntaub ntawv kuj muab tso rau kev sib piv.

 

Piv nrog rau ob peb lwm lub zog tshiab kev lag luam, lub tuam txhab muaj ib feem ntawm thermal hwj chim ntsia, dragging down qhov kev ua tau zoo. Txawm li cas los xij, raws li kev tuav pov hwm ntawm Lub Xeev Lub Zog Kev Lag Luam, tus tswv lag luam loj, GDC tau pib teeb tsa kev lag luam hydrogen zog nyob rau xyoo tas los no thiab tau tsim ntau lub tuam txhab hydrogen.

 

Thaum Lub Kaum Ib Hlis 5, CAI Yanfu, tus thawj coj ntawm JIDIan Corporation, tau hais hauv lub rooj sib tham xov xwm tias nws yuav tsim kom muaj tag nrho cov kev lag luam ntawm hydrogen zog, ua kom muaj kev tsim kho ntawm "ob lub hauv paus thiab ib txoj hauv kev", uas yog "ntsuab hydrogen" loj- scale mov puag ntawm 10 lab kilowatts nyob rau sab hnub poob Jilin, Changchun hydrogen Equipment R & D thiab tsim daim ntawv thov puag thiab Baicheng - Changchun - Hunchun hydrogen zog txoj kev hauv tsev, thiab coj kev tsim kho ntawm hydrogen hav nyob rau sab qaum teb Tuam Tshoj los ntawm kev ua qauv qhia.

 

Nws tseem yuav pom tias qhov kev xa tawm siab tshaj plaws ntawm hydrogen zog yuav ua rau muaj txiaj ntsig ntau dua yav tom ntej.

 

Txog rau thaum xaus ntawm 2021, lub peev xwm ntsia tau raws li kev tswj hwm ntawm GBD yog 10.44557 lab kW, ntawm cov uas lub peev xwm ntawm lub zog tshiab yog 7.1457 lab kW, suav txog 68.41% ntawm tag nrho.

 

Hauv 2021, lub tuam txhab tau ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 13.177 billion yuan.

 

Hauv 2021, lub tuam txhab tau ua tiav cov txiaj ntsig ntawm 450 lab yuan.

 

Peb Gorges Zog -- ib feem ntawm Peb Gorges Corporation

 

Peb Gorges Zog yog ib lub tuam txhab teev npe feem ntau koom nrog cua zog thiab photovoltaic, uas nyob rau sab saum toj ntawm lub peev xwm thiab kev ua haujlwm. Yog li ntawd, cov ntaub ntawv kuj tau teev nyob rau ntawm no rau kev sib piv.

 

Yog tias Longyuan Power yog lub tuam txhab "qub" tshiab lub zog, peb Gorges Zog tuaj yeem hais tias yog lub hnub qub nce. Raws li kev siv tswv yim kev lag luam ntawm lub zog tshiab ntawm Three Gorges Corporation, Peb Gorges Zog tau teev nyob rau hauv A-kev ua lag luam thaum Lub Rau Hli 10, 2021. Ntawm nws thawj hnub ntawm kev lag luam, tus nqi lag luam ntawm Peb Gorges Zog tau tshaj 100 billion yuan. .

 

Txog thaum kawg ntawm 2021, Peb Gorges 'daim phiaj sib txuas hluav taws xob muaj peev xwm tau mus txog 22.89 lab kW, suav nrog 14.26 lab kW cua zog thiab 8.41 lab kW ntawm photovoltaic zog.

 

Nyob rau hauv 2021, Peb Gorges Energy Source tau ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 15.484 billion yuan.

 

Hauv 2021, Peb Gorges Zog tau ua tiav cov txiaj ntsig ntawm 5.642 billion yuan. Zuag qhia tag nrho, Longyuan Fais Fab, Huadian Tshiab Zog, Huaneng Tshiab Zog, Peb Gorges Zog, cov tuam txhab hluav taws xob tshiab no tau nyob rau saum toj ntawm cov peev txheej thiab kev ua haujlwm.

 

The net profit of 2021: Huadian New Energy (over 7.8 billion yuan)> Longyuan Power (6.404 billion yuan)> Huaneng New Energy (5.938 billion yuan)>Peb Gorges Zog (5.642 billion yuan).

 

Hais txog kev teeb tsa lub peev xwm, 2021 cov ntaub ntawv ntawm Huaneng Tshiab Zog tsis qhia tawm. Huadian Tshiab Zog (27.24 lab kW raws li lub Peb Hlis 2022), Longyuan Fais Fab (26.69 lab kW thaum kawg-2021), Peb Gorges Zog (22.89 lab kW thaum kawg-2021).

 

05273

 

Koj Tseem Yuav Zoo Li