Is it true that 2022 hydropower company has tens of billions of actions?

Is it true that 2022 hydropower company has tens of billions of actions?

65.438+00 billion invested in Baiyantan Reservoir Pumped Storage Power Station Project! Once again enlarge the "traditional water conservancy and hydropower leader" Guangdong Hydropower with a market value of less than 10 billion. So today, Bian Xiao is here to sort out the relevant knowledge of the fund for everyone. Let's have a look!

The total investment of the proposed reservoir pumped storage power station project of Guangdong Hydropower Station is about 654.38+0.8 billion yuan.

On the evening of July 25th, Guangdong Hydropower announced that on July 25th, 2022, the company signed the Investment Promotion Agreement of Baiyantan Reservoir Pumped Storage Power Station Project of Guangdong No.2 Hydropower Bureau of Xuanhan County People's Government and the Supplementary Investment Promotion Agreement of Baiyantan Reservoir Pumped Storage Power Station Project of Guangdong No.2 Hydropower Bureau of Xuanhan County People's Government. ..

Xuanhan County People's Government agrees that the company will invest in the construction of Baiyantan Reservoir Pumped Storage Power Station project in its territory, with an estimated installed capacity of 654.38+200,000 to 654.38+600,000 kilowatts (subject to the approved installed capacity of the project), with a total investment of about 654.38+00 billion yuan. The company will use its own funds and loans from financial institutions for investment.

The project is planned to start construction within 65,438+08 months after the establishment of the project company, complete the project construction task within five years after the project starts construction, and pass the acceptance and power generation grid connection.

Guangdong Hydropower said that the company has rich experience in investing in clean energy power generation projects, advanced technology, sufficient personnel and financial support, and has the ability to fulfill the agreement. The performance of the agreement will not affect the independence of the company's business, and the company's main business will not depend on the Xuanhan County People's Government because of the performance of the agreement.

Guangdong Hydropower suggests that the agreement is an investment framework agreement; The quantity involved in this agreement is the cooperation goal of both parties, and the actual situation shall be subject to the actual occurrence in the future; The implementation of pumped storage power station project must be approved by Sichuan Development and Reform Commission, so there is some uncertainty in the implementation of the agreement. The signing of the agreement will not have a significant impact on the company's operating performance in 2022.

Frequent shots, investment layout

It is worth mentioning that at the end of June, Guangdong Hydropower just "hand in hand" with Judas agriculture, and plans to invest no more than 3 billion yuan to participate in the clean energy industry fund.

On June 30th, Guangdong Hydropower announced that it had signed the Framework Agreement of * * * Participating in the Establishment of Clean Energy Industry Fund with Juda Agriculture (Beijing) Co., Ltd.. The two sides agreed to reach a framework agreement on * * * participating in the establishment of a clean energy industry fund. The industrial fund to be established by both parties is intended to be a limited partnership with a total planned scale of 654.38 billion yuan, which is intended to be implemented by stages. As a limited partner of the industrial fund, the company intends to subscribe for shares not exceeding 30% of the total size of the industrial fund.

The announcement shows that the company is mainly engaged in engineering construction and clean energy investment and development; Judaic agriculture is promoting the development of comprehensive industrial parks of agriculture and animal husbandry in Qinghai and other places, and promoting the rural revitalization in the western region. The two sides set up industrial funds through cooperation, and with the help of agricultural resources and advantages, vigorously develop various clean energy projects such as photovoltaic power generation and wind power generation in western regions such as Qinghai.

In addition, on May 30th, Guangdong Hydropower Company plans to invest 654.38+0 billion yuan to build a 2 million kilowatt "photovoltaic+"demonstration park project. Xinjiang Yueshui Electric Power Co., Ltd., a wholly-owned subsidiary of the company, will invest in the construction of 2 million kilowatts photovoltaic power station and supporting facilities and equipment such as energy storage and booster stations in Awati, and carry out sand control, agriculture, scientific and technological innovation, tourism and other projects in combination with photovoltaic construction, with a total investment of about 6,543.8 billion yuan.

In addition, the recent good news of hydropower in Guangdong continues. On July 25th, Guangdong Hydropower announced that the company had received a report from Xinjiang Guangdong Hydropower Energy Co., Ltd. (hereinafter referred to as "Xinjiang Guangdong Hydropower"), a wholly-owned subsidiary. On July 22nd, all units of the 50MW wind farm project invested and built by Hami Yueshui Energy Co., Ltd., a wholly-owned subsidiary of Xinjiang Yueshui Power, were connected to the grid for power generation. The grid-connected power generation of the wind power project will improve the future operating performance of the company and Xinjiang Guangdong Hydropower.

On July 18, Guangdong Hydropower announced that all the Hanjiang Gaopi Water Control Project (Longhu Hydropower Station) will be connected to the grid to generate electricity, which will improve the company's future operating performance.

On July 14, Guangdong Hydropower said that it had received the bid-winning notice from Yunmen Water Investment Co., Ltd. in Dachuan District, Dazhou City, and determined that the company was the winning bidder of "Banzhugou Reservoir Project in Dachuan District, Dazhou City", with a bid amount of 344 million yuan.

Actively expand clean energy power generation business

Judging from the performance of the stock price, although the recent performance of the stock is flat, it has risen by nearly 50% from the performance of the stock price during the year. Especially on March 18, Guangdong Hydropower announced that it planned to introduce the core business assets of the construction holding sector through restructuring and acquisition, and resumed trading for five consecutive days. Up to now, the stock price is 8.2 1 yuan, with a total market value of 987 1 billion yuan.

According to the data, Guangdong Hydropower is a state-owned listed company in the construction industry, which integrates the whole process of design, construction, construction, operation and management. The company's main business is water conservancy, hydropower and rail transit engineering construction, hydropower, wind power and solar photovoltaic clean energy power generation.

TF Securities said that the traditional main business of Guangdong Hydropower benefited from the golden age of water conservancy development, and the clean energy power generation and hydrogen energy business created new growth poles. The engineering construction business goes ahead, water conservancy+pumped storage+rail transit three-wheel drive, clean energy layout and power generation, creating a second growth curve, with strong growth in the medium and long term. In the medium and long term, the valuation is more cost-effective and the investment value is significant.

Galaxy Securities believes that Guangdong Hydropower is based in Guangdong, and there is a vast market space for water conservancy and rail transit construction. Dual carbon drives energy transformation, and the proportion of clean energy power generation will continue to increase in the future. The company actively expands the clean energy power generation business in northwest areas such as Xinjiang and Gansu and southeast coastal areas such as Guangdong and Shandong. By the end of 2002 1, the total installed capacity of clean energy projects that the company has put into operation for power generation is1,42.38MW, including 263MW for hydropower, 673MW for wind power and 606.38MW for photovoltaic power generation. At the same time, the company is the largest manufacturer of wind power towers in Guangdong Province and the first echelon enterprise of domestic wind power equipment manufacturing, and its future development prospects are expected.