There are two core factors that affect Three Gorges’ performance: on-grid electricity price and power generation volume.
In terms of on-grid electricity prices, the national policy is to gradually promote grid parity and reduce subsidies. This is a trend; it can also be seen from the prospectus of Three Gorges that in the past few years, onshore wind power, offshore wind power and photovoltaics have Prices vary in different resource areas, but the trend is constantly declining!
In high-quality first-class resource areas, the grid-connected price of wind power is even lower than that of thermal power! In other words, with technological advancement, cost reduction and efficiency improvement, wind power and photovoltaics will still be profitable without subsidies in the future and achieving grid parity.
Moreover, this kind of thing will not happen overnight. The price of Internet access continues to decrease, but the annual rate is smaller; the past two years have been the peak of wind power and photovoltaic installation, because as of the end of this year, the projects completed Still enjoying subsidies.
In terms of power generation, in the first half of this year, Three Gorges Energy's power generation increased by 44% year-on-year. This is due to the commissioning of its continuously expanding new projects. According to Three Gorges Energy's five-year plan, the installed capacity will reach 70-80GW by 2025, and the installed capacity in 2020 will be approximately 16GW. That is to say, by 2025, the total scale will be 4-5 times that of the current one, and the average annual installed capacity will be The capacity is about 15GW, which is almost another Three Gorges every year!
However, despite the promising future prospects of Three Gorges Energy, we should still avoid stocks with downward trends after their stock prices are speculated. It will be much safer to wait until the stock price falls out of the gold pit and the trend reverses before buying. There must be a margin of safety. There are some good companies in the market. It is better to miss out than to chase high prices.
1. Three Gorges Energy, how to analyze the trend?
Three Gorges Energy, in addition to its doubling of prices when it first went public, remained unmoved when the power sector was in full swing in August and September. This made betting on this new energy power stock The investors in this body are very distressed, and they don’t understand why the stock price doesn’t rise even though the company is excellent and the concept is very popular. Nowadays, the popularity of the power sector has greatly decreased, and many power stocks have given back more than half. Looking at Three Gorges Energy, it is still rising unhurriedly. The increase is not big, but at least it is still setting new highs, one step at a time. This is for position holders It's a bit of a consolation.
Has the wind power project of Three Gorges Electric Power been approved? The latest
Inner Mongolia Three Gorges New Energy has 13 power plants. China Three Gorges Renewable Energy (Group) Co., Ltd. Inner Mongolia Branch (hereinafter referred to as "Inner Mongolia Branch") is affiliated to China Three Gorges Renewable Energy (Group) Co., Ltd. and is the development entity of China Three Gorges Renewable Energy Co., Ltd. in Inner Mongolia. Representative Three Gorges New Energy exercises management functions within the scope of authorization. Its main business is the development, construction and operation management of clean energy industries such as wind power and solar energy, and implements regional business strategies. Up to now, the Inner Mongolia Branch has a total of 13 power plants in operation, including 7 wind farms and 6 photovoltaic power plants, with a total installed capacity of 1.9375 million kilowatts, of which the total installed capacity of wind power is 1.9375 million kilowatts.It is 1.6475 million kilowatts, and the total installed photovoltaic capacity is 290,000 kilowatts.
Obtained. Three Gorges Electric Power Co., Ltd., established in 2016, is a subsidiary of China Three Gorges Corporation and is located in Wuhan City, Hubei Province. On September 12, 2022, Three Gorges New Energy Hebei Branch issued a letter stating that the Three Gorges Tianjin Nangang Offshore Wind Power Demonstration Project has recently received approval from the Tianjin Binhai New Area Administrative Approval Bureau. According to the official announcement of the Tianjin Binhai New Area People's Government, the Three Gorges Tianjin Nangang Offshore Wind Power Demonstration Project is Tianjin's first offshore wind power project that meets the requirements of the "Double Ten" policy and is consistent with the "Tianjin Renewable Energy "14th Five-Year Plan" Development Plan" connection.