Guodian will definitely develop steadily in the coming years.
The current price of Guodian is 0. I have the patience to support it for more than two years. Guodian electrical energy. However, recent news has been positive for energy stocks. Bullish, the recent low is highlighted.
Judging from the business plan disclosed by Guodian Electric Power, in the context of "double carbon", new energy will be the key direction of Guodian Electric Power's future investment, and the transformation low carbon emissions could be fully accelerated.
Guodian Electric Power also seizes the opportunity of green transformation of the power system, promotes the development of new energy projects at all levels, and the scale of installed capacity of non-fossil energy continues to expand. grow. In 2021, Guodian Electric Power Investment achieved 29,284billion yuan, of which preliminary investments in new energy and hydropower infrastructure accounted for the absolute majority, accounting for 59.94% of the total investment newly put into wind power generation and grid-connected photovoltaic installed capacity; 893,400 kilowatts, three times that of 2020. It is planned to put 4.84 million kilowatts into production in 2022, five times that of 2021. The transformation of new energy sources continues to accelerate. The approved or registered installed wind power capacity of 470,000 kilowatts and the installed photovoltaic power generation capacity of 6.0919 million kilowatts were completed throughout the year; a number of new power merger and acquisition projects have been completed, including Chint New Energy's 512,050 kilowatt distributed photovoltaic project, which has laid a solid foundation forsubsequent projects are put into production and take effect.
In the process of improving the construction of new energy infrastructure in China, the capital market is expected to play an increasing role. On November 10, according to sources close to the regulatory authorities,in the next step, the regulatory authorities will further expand the scope of REIT pilot projects and cover new energy, water conservation, new infrastructure and other areas. New energy projects are expected to be implemented during the year.
REITs are short for RealEstate Investment Trusts. They refer to obtaining income by raising funds from numerous investors and investing in real estate assets. income and security.
So far, 23 infrastructure REIT products offereds to the public have been approved for issuance in China, of which 20 have been listed, covering various types such as highways, environmental protection, energy, industrial parks, warehousing and affordable. accommodation.
And New energy projects and REITs have a natural “fit”. Zhu Jin, an analyst with CITIC Construction Investment, previously said that new energy projects require large investments, short construction cycles (wind and photovoltaic power plants generally only take 18 to 24 months from the start of construction to the commercial exploitation), long operating cycles and high returns on investment. (The characteristics of wind and solar power plant operation gross profit margin above 40%) are more consistent with the product characteristics of REITs and are suitable for issuance of REITs.
The current new energy infrastructure mainly includes: non-fossil energy production infrastructure, including wind power, solar power generation, hydropower, nuclear power, etc. , the new alternative energy infrastructure, the most representative being hydrogen; Energy-related infrastructure; Midstream and downstream intelligent transportation network equipment and other basic facilities.
Previously released documents such as the “Implementation Plan for Promoting the High-Quality Development of New Energy in the New Era” and the “14th Five-Year Plan for a Modern Energy System” proposed to study and explore the use of new energy projects. Included in the scope of the pilot support for REITs, the relevant projects mainly concern non-fossil energy production infrastructure, notably hydropower.ity, wind power, solar power, pumped power plants, etc. .
The scope of REIT pilot projects has been expanded to new energy and other areas. On the one hand, the construction of related infrastructure can obtain medium and long-term sources of financing. On the other hand, new energy assets can be directly financed in the capital market alone, which can give full play to the role of the capital market and help enterprises revitalize existing green energy assets. Investors, by holding REIT fund shares, indirectly become assets. "shareholders" of infrastructure projects", obtaining relatively stable income.
Peng Peng, secretary-general of the China New Energy Power Investment and Financing Alliance, previously emphasized that promoting the inclusion of new energy infrastructure in REITs amounts to expanding the scale ofu direct financing in relation to other assets. , the safety factor of REITs in the new energy field is very high, and the overall future income is relatively guaranteed, making it a good choice for investors.
A wave of domestic companies are actively seeking the issuance of public REITs for their new energy production projects. According to the incomplete statistics of Science and Technology Innovation Board Daily, China Energy Group, China Datang Group, Jingneng International, Jilin Electric Power, Shanghai Electric Power, Shenzhen Energy, Goldwind Technology, TBEA, etc. are all about to be declared.