have a clear mind
$JNCEC(00579.HK$ The announcement on January 9 to lower feed-in tariffs and reduce the company's profit by 600 million was intended to suppress stock prices and pave the way for implementing stock value-added rewards (at the time I thought it would be privatized again). There was a problem with what was stated in the announcement at the time. Lowering feed-in tariffs can only be said to have reduced revenue, but a decrease in revenue does not necessarily reduce profits. We all know that there is a gas-electricity linkage mechanism. How can we just reduce electricity prices without lowering gas prices? Gas prices are reduced, costs are reduced, and profits will not decrease. Of course, there is nothing wrong with the NDRC issuing a document like this, and the enterprise publishes it. However, investors should stay calm and not be fooled by illusions. I analyzed the announcement at the time and decided to lower my position. Hope the judgment is correct![]()
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