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记事本2020
2021-08-30

666

Driven by dual business engines and a sound strategic layout, Beijing Energy Clean Energy (0579.HK) saw steady improvement in its interim results.

总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。

Driven by dual business engines and a sound strategic layout, Beijing Energy Clean Energy (0579.HK) saw steady improvement in its interim results.

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In the fiercely competitive market environment, Beijing Energy Clean Energy achieved double-digit year-on-year growth in both revenue and net profit in the first half of this year. It can be said that it has made progress while maintaining stability and has strong momentum to move forward.1. Steady business growth and further consolidation of industry positionThe semi-annual performance report released by Beijing Energy Clean Energy shows that while its operating performance has grown steadily, it has also performed well in multiple business dimensions and has been continuously optimized.Installed capacity has steadily increased.As of June 30, 2021, the company's total installed capacity was 11.215 million kilowatts, a year-on-year increase of 14%. Among them, the wind power business segment added 349,000 kilowatts of installed capacity, all of which came from self-built projects.Electricity generation showed a significant increase.As of June 30, 2021, the company's total controlled power generation reached 16.179 billion kilowatt-hours, representing a year-on-year increase of 17.73%.Among them, the power generation of the gas power generation and heating business segment increased by 8.08% year-on-year;The wind power generation business segment's power generation increased by 44.43% year-on-year; The photovoltaic power generation business segment's power generation increased by 37.87% year-on-year, significantly higher than the national industry level during the same period.In summary,Throughout the first half of 2021, Beijing Energy Clean Energy leveraged its own soft and hard strengths to fully utilize its diversified competitive advantages, enabling its various business segments to achieve steady growth.In particular, the photovoltaic sector exceeded the national average during the same period, fully catering to the development concepts of \"30, 60\" and \"carbon peaking and carbon neutrality\", and further consolidating the company's leading position in the industry as a local new energy state-owned enterprise.2. Driven by both independent development and project mergers and acquisitions, business synergy is highlighted.When judging a company's growth, there are often two points worth paying attention to. First, the growth of endogenous driving forces, that is, relying on the company's own accumulation and accumulating strength before making a breakthrough. Secondly, external mergers and acquisitions integrate markets, resources, and technology through mergers and acquisitions, achieving rapid development under efficient corporate internal control capabilities.In terms of endogenous growth, we will continue to accelerate the pace of independent project development and construction.According to the interim report, as of the first half of 2021, the company had independently developed 18 wind power and photovoltaic projects that had obtained construction quotas, with an installed capacity of 1.754 million kilowatts.Among them, the \"Beijing-Zhangjiakou Olympic Wind Power Project\" undertaken by the company utilizes the abundant wind power resources of the Zhangjiakou area and takes advantage of the joint bid by Beijing and Hebei Province to host the 2022 Olympic and Paralympic Winter Games. It transmits wind power from the Zhangjiakou area to the Beijing power grid for winter heating. At the same time, it contributes the strength of a state-owned enterprise in the capital to the 2022 Beijing Olympic and Paralympic Winter Games Committee, which achieved green electricity coverage for all venues for the first time in Olympic history.Moreover, the construction of this project has enabled the development and utilization of the local abundant wind energy resources, playing a significant role in promoting the development of the regional economy. At the same time, it has greatly optimized Beijing's energy structure, which is more conducive to the implementation and effectiveness of the central government's strategic plan for the coordinated development of the \"Beijing-Tianjin-Hebei integration\".It is understood that the total installed capacity of the project is 1.2 million kilowatts. Among them, Beijing Energy Clean Energy has a self-built capacity of 775,000 kilowatts. To date, it has completed the transfer of the Dongxu Shangyi 200,000 kilowatt wind power project and the Guoxin Haojiaying 100,000 kilowatt wind power project. Beijing Energy Clean Energy manages an installed capacity of 1.075 million kilowatts, with a total investment of approximately 9 billion yuan.In terms of external expansion, we will vigorously expand our business through project mergers and acquisitions. As of the first half of 2021,A total of 13 wind power and photovoltaic projects are currently undergoing mergers and acquisitions, with an installed capacity of 1.486 million kilowatts. In July of this year, the company entered into an equity transfer agreement with Ningxia Jiaze for Kaiyang and Boyang, acquiring the 297.5MW wind power and photovoltaic project in Hongsipu, Ningxia, and the 99MW wind power project in Tongxin, Ningxia, contributing to the growth of Beijing Energy Clean Energy's installed capacity in the second half of the year.It is worth mentioning that,This acquisition will facilitate the intensive management of Beijing Energy Clean Energy's Northwest Branch and will create good synergies with the company's existing assets. It can not only achieve the goals of complementary advantages, learning from each other's strengths and weaknesses, reducing costs and increasing efficiency, and enabling business synergy, but also enable the company to form a nationwide and comprehensive strategic layout.In fact, mergers and acquisitions are an inevitable path to increased concentration in the new energy industry and a manifestation of internal reshuffling within the industry.With the increasing cost of self-built projects across the industry, seeking to acquire projects through mergers and acquisitions, or even acquiring other industries to fill gaps in business layout and expand scale, has become one of the new business models for new energy companies.For new energy companies, shifting from pure competition to cooperation not only allows them to leverage each other's strengths, but also mitigates investment risks to a certain extent and maximizes profits. At the same time, we can leverage the strengths of each company to make the company the best it can be.Therefore, in the long run, with changes in the market environment, the future development model of new energy companies will be not only to hone their internal capabilities and enhance their core strength, but also to acquire more resources through mergers and acquisitions, restructuring and other means, and to try in multiple fields. \"Dual-wheel drive\" or even \"four-wheel drive\" will be the future growth path of new energy companies. Beijing Energy Clean Energy has officially embarked on this high-speed road of \"becoming stronger and bigger\".</body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Driven by dual business engines and a sound strategic layout, Beijing Energy Clean Energy (0579.HK) saw steady improvement in its interim results.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDriven by dual business engines and a sound strategic layout, Beijing Energy Clean Energy (0579.HK) saw steady improvement in its interim results.\n</h2>\n<h4 class=\"meta\">\n\n格隆汇2021-08-30 08:59\n\n</h4>\n</header>\n<article>\n<html><body>On August 26, Hong Kong stocks<a href=\"https://laohu8.com/S/00579\">Jingneng Clean Energy</a>(0579.HK) announced its 2021 interim results: it achieved operating revenue of RMB 9.34 billion, a year-on-year increase of 12.81%; Profit before tax was RMB1,884 million, representing a year-on-year increase of 13.90%; Profit attributable to ordinary shareholders of the company was RMB 1.488 billion, representing a year-on-year increase of 14.90%; Basic and diluted earnings per share were RMB18.05 cents.This is an excellent report card. In the fiercely competitive market environment, Beijing Energy Clean Energy achieved double-digit year-on-year growth in both revenue and net profit in the first half of this year. It can be said that it has made progress while maintaining stability and has strong momentum to move forward.1. Steady business growth and further consolidation of industry positionThe semi-annual performance report released by Beijing Energy Clean Energy shows that while its operating performance has grown steadily, it has also performed well in multiple business dimensions and has been continuously optimized.Installed capacity has steadily increased.As of June 30, 2021, the company's total installed capacity was 11.215 million kilowatts, a year-on-year increase of 14%. Among them, the wind power business segment added 349,000 kilowatts of installed capacity, all of which came from self-built projects.Electricity generation showed a significant increase.As of June 30, 2021, the company's total controlled power generation reached 16.179 billion kilowatt-hours, representing a year-on-year increase of 17.73%.Among them, the power generation of the gas power generation and heating business segment increased by 8.08% year-on-year;The wind power generation business segment's power generation increased by 44.43% year-on-year; The photovoltaic power generation business segment's power generation increased by 37.87% year-on-year, significantly higher than the national industry level during the same period.In summary,Throughout the first half of 2021, Beijing Energy Clean Energy leveraged its own soft and hard strengths to fully utilize its diversified competitive advantages, enabling its various business segments to achieve steady growth.In particular, the photovoltaic sector exceeded the national average during the same period, fully catering to the development concepts of \"30, 60\" and \"carbon peaking and carbon neutrality\", and further consolidating the company's leading position in the industry as a local new energy state-owned enterprise.2. Driven by both independent development and project mergers and acquisitions, business synergy is highlighted.When judging a company's growth, there are often two points worth paying attention to. First, the growth of endogenous driving forces, that is, relying on the company's own accumulation and accumulating strength before making a breakthrough. Secondly, external mergers and acquisitions integrate markets, resources, and technology through mergers and acquisitions, achieving rapid development under efficient corporate internal control capabilities.In terms of endogenous growth, we will continue to accelerate the pace of independent project development and construction.According to the interim report, as of the first half of 2021, the company had independently developed 18 wind power and photovoltaic projects that had obtained construction quotas, with an installed capacity of 1.754 million kilowatts.Among them, the \"Beijing-Zhangjiakou Olympic Wind Power Project\" undertaken by the company utilizes the abundant wind power resources of the Zhangjiakou area and takes advantage of the joint bid by Beijing and Hebei Province to host the 2022 Olympic and Paralympic Winter Games. It transmits wind power from the Zhangjiakou area to the Beijing power grid for winter heating. At the same time, it contributes the strength of a state-owned enterprise in the capital to the 2022 Beijing Olympic and Paralympic Winter Games Committee, which achieved green electricity coverage for all venues for the first time in Olympic history.Moreover, the construction of this project has enabled the development and utilization of the local abundant wind energy resources, playing a significant role in promoting the development of the regional economy. At the same time, it has greatly optimized Beijing's energy structure, which is more conducive to the implementation and effectiveness of the central government's strategic plan for the coordinated development of the \"Beijing-Tianjin-Hebei integration\".It is understood that the total installed capacity of the project is 1.2 million kilowatts. Among them, Beijing Energy Clean Energy has a self-built capacity of 775,000 kilowatts. To date, it has completed the transfer of the Dongxu Shangyi 200,000 kilowatt wind power project and the Guoxin Haojiaying 100,000 kilowatt wind power project. Beijing Energy Clean Energy manages an installed capacity of 1.075 million kilowatts, with a total investment of approximately 9 billion yuan.In terms of external expansion, we will vigorously expand our business through project mergers and acquisitions. As of the first half of 2021,A total of 13 wind power and photovoltaic projects are currently undergoing mergers and acquisitions, with an installed capacity of 1.486 million kilowatts. In July of this year, the company entered into an equity transfer agreement with Ningxia Jiaze for Kaiyang and Boyang, acquiring the 297.5MW wind power and photovoltaic project in Hongsipu, Ningxia, and the 99MW wind power project in Tongxin, Ningxia, contributing to the growth of Beijing Energy Clean Energy's installed capacity in the second half of the year.It is worth mentioning that,This acquisition will facilitate the intensive management of Beijing Energy Clean Energy's Northwest Branch and will create good synergies with the company's existing assets. It can not only achieve the goals of complementary advantages, learning from each other's strengths and weaknesses, reducing costs and increasing efficiency, and enabling business synergy, but also enable the company to form a nationwide and comprehensive strategic layout.In fact, mergers and acquisitions are an inevitable path to increased concentration in the new energy industry and a manifestation of internal reshuffling within the industry.With the increasing cost of self-built projects across the industry, seeking to acquire projects through mergers and acquisitions, or even acquiring other industries to fill gaps in business layout and expand scale, has become one of the new business models for new energy companies.For new energy companies, shifting from pure competition to cooperation not only allows them to leverage each other's strengths, but also mitigates investment risks to a certain extent and maximizes profits. At the same time, we can leverage the strengths of each company to make the company the best it can be.Therefore, in the long run, with changes in the market environment, the future development model of new energy companies will be not only to hone their internal capabilities and enhance their core strength, but also to acquire more resources through mergers and acquisitions, restructuring and other means, and to try in multiple fields. \"Dual-wheel drive\" or even \"four-wheel drive\" will be the future growth path of new energy companies. Beijing Energy Clean Energy has officially embarked on this high-speed road of \"becoming stronger and bigger\".</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://www.gelonghui.com/news/detail.html?id=608034\">格隆汇</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"00579":"京能清洁能源"},"source_url":"https://www.gelonghui.com/news/detail.html?id=608034","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163702540","content_text":"8月26日，港股京能清洁能源(0579.HK)公布2021中期业绩报告：实现营业收入人民币93.40亿元，同比增长12.81%；除税前溢利为人民币18.84亿元，同比增长13.90%；公司普通股股东应占溢利为人民币14.88亿元，同比增长14.90%；每股基本及摊薄盈利人民币18.05分。这是一份优异的成绩单，在竞争激烈的市场环境下，今年上半年，京能清洁能源的营收、净利润同比增速双双取得两位数增长，可以说“稳”中有进，前进动力十足。1、业务稳健增长，行业地位进一步巩固通过京能清洁能源发布的半年度业绩报告，可以发现在经营业绩稳健增长的同时，在多个业务维度均有不俗表现，并且得到持续优化。装机容量稳步提高，截至2021年6月30日，公司控股总装机容量为1,121.5万千瓦，同比增长14%，其中，风力发电业务板块新增装机容量34.9万千瓦，全部来自于自建项目。发电量呈现较大幅度的增长。截至2021年6月30日，公司控股总发电量为161.79亿千瓦时，同比增长17.73%。其中燃气发电及供热业务板块发电量同比增长8.08%；风力发电业务板块发电量同比增长44.43%；光伏发电业务板块发电量同比增长37.87%，明显高于全国行业同期水平。总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。尤其是光伏板块更是超过全国同期的水平，充分迎合“30,60”、“碳达峰、碳中和”的发展理念，进一步巩固了公司作为地方新能源国企的行业领先地位。2、自主开发与项目并购双轮驱动，业务协同效应凸显评判一家企业的增长，往往有两个看点值得关注，其一，内生动力的增长，即依靠企业自身积累，厚积薄发；其二，外延式并购，通过收并购，实现市场、资源、技术的整合，在高效的企业内控能力之下，实现高速发展。 在内生动力增长方面，不断加快自主项目开发、建设的步伐。根据中报数据显示，截至2021年上半年，公司自主开发取得建设指标的风电、光伏项目18个，装机容量175.4万千瓦。 其中，公司承建的“京张奥运风电项目”，利用张家口地区丰富的风电资源，以北京市和河北省联合申办冬奥委会为契机，将张家口地区风电输送至北京电网以冬季供热方式进行消纳，同时为2022年北京冬奥委会在奥运史上首次实现全部场馆绿色电力覆盖的创举贡献首都国企的一份力量。不仅如此，该项目的建设让当地丰富的风能资源得到了开发与利用，对发展地区经济起到巨大的推动作用。同时极大地优化了北京能源结构，更有利于中央“京津冀一体化”协同发展的战略部署落地、产生实效。据了解，该项目总装机容量120万千瓦。其中京能清洁能源自建容量77.5万千瓦，截至目前，已经完成了东旭尚义20万千瓦风电项目、国新郝家营10万千瓦风电项目股转。京能清洁能源管理装机容量达107.5万千瓦，项目总投资约90亿元。在外延式扩张上，通过项目并购的方式大力拓展业务。截至2021年上半年，正在开展并购工作的风电、光伏项目共计13个，装机容量148.6万千瓦。今年7月份，公司与宁夏嘉泽订立了恺阳及博阳股权转让协议，收购了宁夏红寺堡297.5MW风电、光伏项目及宁夏同心99MW风电项目，为京能清洁能源下半年的装机容量增长贡献了一份力量。值得一提的是，此次收购有利于京能清洁能源西北分公司的集约化管理，将与公司既有资产形成较好的协同效应。不仅可以达到优势互补，取长补短，降本增效，业务相互协同的目的，还可以让公司形成全国化、全方位的战略布局。事实上，收购并购是新能源行业集中度增强的必经之路，也是行业内部洗牌的一种表现。随着整体行业自建项目成本的增加，寻求通过并购形式收购股权获得项目，甚至收购其他行业填补业态布局短板、扩大规模已成为新能源企业新的经营模式之一。对新能源企业而言，由之前的纯竞争转为合作，不仅可以相互借力，一定程度上规避投资风险，实现利益最大化。同时，还可以发挥各家所长，把企业做到最好。因此，长期来看，随着市场环境的变化，新能源企业未来的发展模式，除了苦练内功，增强自身的硬核实力之外，以并购、重组等形式来获取更多资源，多领域的尝试，“双轮驱动”以至“四轮驱动”将是新能源的企业未来成长之路，京能清洁能源已正式踏上了这条“做强、做大”的高速之路。","news_type":1,"symbols_score_info":{"00579":1}},"isVote":1,"tweetType":1,"viewCount":3954,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}