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Guoneng Rixin (301162.SZ): The company mainly serves energy utilities and power companies affiliated with large and medium-sized power generation groups.
Gelonghui, June 14th - Guo Neng Rixin (301162.SZ) stated on its investor platform that the company's accounts receivable scale has been increasing year by year due to business growth, internal payment processes of customers and product application factors. The customers the company serves mainly consist of energy and power entities of large-scale state-owned power generation groups and grid companies, which are generally large state-owned enterprises with high creditworthiness, so the collection is well-secured. In addition, the company's operating cash flow has improved in recent years, and accounts receivable follows the level of business income growth, with a stable level of collection after the period.
Guohai Securities: Deepening the market-based reform of new energy feed-in tariffs, benefiting from the construction of information technology on the electricity transaction side
The Zhitong Finance App learned that Guohai Securities released a research report saying that at present, China's multi-level unified electricity market system has begun to take shape, and a mechanism for the market to determine electricity prices has initially taken shape. According to data from the National Energy Administration, in 2023, China's electricity transactions account for more than 61% of total electricity consumption; market-based electricity from new energy sources accounts for nearly 50% of electricity generation. The degree of participation of new energy companies in market-based electricity transactions continues to increase, and the marketization of electricity has become an inevitable trend. The entry of new energy into the market needs to be combined with market-based factors to predict the price of electricity connected to the project. The project's power generation priority, output curve, etc. will all become important in revenue estimation
Changes in A-shares | Warning: Guoneng Nissin fell nearly 15% for 2 consecutive days
Glonghui, May 30 | Guoneng Nissin (301162.SZ), which had risen and stopped by 20cm, has now widened its decline to more than 7%, falling nearly 15% on the 2nd, to 48.76 yuan, and its market value has fallen below 5 billion yuan. Guoneng Rixin issued a change announcement on the evening of the 28th. The company recently noticed that the “virtual power plant” concept where stock software classifies the company's stock continues to be active. According to verification, the company's current electricity trading products and virtual power plant products account for a small share of the company's business, which has little impact on the overall performance of listed companies.
Express News | National Energy Rixin: We have certain technical reserves in the field of virtual power plants
Express News | Intensive disclosure of changes in nearly 10 power stocks after the market, Chendian International and Star Electric Power all suggest that stocks may risk falling after a large short-term increase
Express News | National Energy Daily News: The company's current electricity trading products and virtual power plant products account for a small share of the company's business
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