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
Southern Network Technology (688248.SH): Develop and build a smart linkage platform for source network load storage
Gelonghui, May 28, 丨 Southern Network Technology (688248.SH) said on the investor interactive platform that the company has developed and built a smart linkage platform for source network cargo storage, integrating the “six major” core technologies and building a smart linkage innovation ecological chain for source network load storage around “technical support system+smart terminal equipment+support service”. It mainly provides the following products and services: for power grid customers, it mainly provides platform construction services for their grid-provincial-local level scheduling, and simultaneously provides intelligent control terminal equipment and network security access services; for large aggregators and resource users, it mainly provides software and hardware for source network load storage smart linkage platforms; for China
Southern Network Technology (688248.SH): Expected to maintain a considerable revenue and profit growth rate in the second quarter
Gelonghui, May 23丨Nanwang Technology (688248.SH) disclosed a record sheet of investor relations activities, showing that the company has sufficient orders in hand and the execution of contracts is progressing smoothly. Furthermore, the two subsidiaries of Guangxi Guineng and Guizhou Chuangxing, which were acquired by the company last year, will continue to increase business revenue and profit. The company is expected to maintain a considerable revenue and profit growth rate in the second quarter.
Southern Network Technology (688248.SH): Currently, the company's energy storage orders exceed 800 million yuan
Gelonghui, May 23丨Nanwang Technology (688248.SH) disclosed an investor relations activity record table showing that the company's energy storage system technical services include: energy storage battery systems and services, energy storage system integration and grid-connected testing services, mainly large-scale energy storage EPCs. Currently, the company's energy storage orders exceed 800 million yuan. The company is actively connecting with the market, actively planning and laying out energy storage-related projects, and striving to achieve better order and revenue performance this year. The company has long been committed to improving quality and efficiency, and focusing on the management and control of the gross margin of the business. It is expected that the gross margin of the energy storage business will remain at a reasonable level throughout the year.
Southern Network Technology (688248.SH): The company's “discerning” unmanned inspection technology has achieved industry leadership
Gelonghui, May 13 丨 Southern Network Technology (688248.SH) disclosed an investor relations activity record sheet showing that with regard to the company's drone business, after years of R&D, application and iterative upgrades, the company's “Insight” unmanned inspection technology has achieved industry leadership. Related products have built the largest low-altitude inspection system in the domestic power and energy sector, covering more than 3,000 stations, fully supporting the China Southern Power Grid Transmission and Distribution Joint Inspection Demonstration Project, and successfully promoted to users in the municipal administration, traffic police and other industries. The “Traffic Police Insight” system has passed the Ministry of Public Security's traffic safety product quality supervision Authoritative certification of testing centers. Not
Southern Network Technology (688248.SH): Energy storage business revenue of 178 million yuan in the first quarter is expected to continue to maintain rapid growth in business revenue and profit contributions this year
Gelonghui, May 13丨Nanwang Technology (688248.SH) disclosed investor relations activity records showing that the company's energy storage business revenue in 2023 was 726 million yuan, up 123% year-on-year, with a gross profit margin of 14.69%; in the first quarter of 2024, energy storage business revenue was 178 million yuan, with a gross profit margin of 17.18%. It is expected that business revenue and profit contributions will continue to grow rapidly this year, mainly for the following reasons. First, the company's energy storage business has sufficient orders in hand. By the end of 2023, the volume of active orders for the energy storage business exceeded 800 million yuan, and most of these orders will be fulfilled this year.
Is China Southern Power Grid Technology Co.,Ltd's (SHSE:688248) Recent Stock Performance Tethered To Its Strong Fundamentals?
China Southern Power Grid TechnologyLtd's (SHSE:688248) stock is up by a considerable 40% over the past three months. Given the company's impressive performance, we decided to study its financial in
Southern Network Technology (688248.SH): Some directors, supervisors and managers increased their total shareholding by 5.32 million yuan
Gelonghui, April 30, 丨 Southern Network Technology (688248.SH) announced that as of April 30, 2024, some directors, supervisors and management personnel of the company had increased their holdings of 232,783 shares through centralized bidding transactions in the Shanghai Stock Exchange system, with a cumulative increase of 5,320,066.91 yuan.
Southern Network Technology (688248.SH): Net profit of 41.9689 million yuan in the first quarter increased 38.21% year-on-year
On April 29, Ge Longhui (688248.SH) released its report for the first quarter of 2024, achieving operating income of 505 million yuan, up 9.85% year on year; net profit attributable to shareholders of listed companies was 41.9689 million yuan, up 38.21% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 404.5536 million yuan, up 37.19% year on year; basic earnings per share were 0.07 yuan.
(Zheshang Securities: Ningde Times 300750.SZ) Releases New Energy Storage Products to Achieve Zero Capacity Attenuation and Zero Power Attenuation in the First 5 Years
Ningde Times released a new energy storage product, the Tianheng Energy Storage System, which can achieve zero capacity attenuation and zero power attenuation in the first 5 years.
China Southern Power Grid TechnologyLtd (SHSE:688248) Is Posting Promising Earnings But The Good News Doesn't Stop There
China Southern Power Grid Technology Co.,Ltd's (SHSE:688248) solid earnings announcement recently didn't do much to the stock price. Our analysis suggests that shareholders might be missing some posi
China Southern Power Grid Technology Co.,Ltd (SHSE:688248) Analysts Just Cut Their EPS Forecasts Substantially
The analysts covering China Southern Power Grid Technology Co.,Ltd (SHSE:688248) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for
Southern Network Technology (688248.SH): The company's drone products have no plans for manned applications or sales to individual customers
Gelonghui, April 2 | Southern Network Technology (688248.SH) said on the investor interactive platform that the company's drone products focus on industry-specific multi-rotor drones, which have outstanding advantages for customers in the power grid, traffic police, municipal and other industries in terms of customized payload, route dynamic planning and autonomous driving technology, and equipment defect diagnosis technology, and have the ability to provide low-altitude grid fully automatic inspection products and services for customers in multiple industries and fields. The company's drone products have no plans for manned applications or sales to individual customers. Subsequent companies will continue to focus on robots, none
Southern Network Technology (688248.SH) announced 2023 annual results. Net profit increased by 36.71% to 1.75 yuan per 10
Southern Network Technology (688248.SH) disclosed its 2023 annual report. The company achieved operating income of 25 during the reporting period...
Tianfeng Securities: Focus on the direction of high growth in the computer industry in the first quarter, and the two major sectors of overseas and computing power are worth paying attention to
As March comes to an end, we are gradually focusing on the direction of high growth in the first quarter report. Considering the complex macroeconomic environment this year, some downstream industries may be relatively cautious about IT spending. At this point, it is recommended to focus on the two major sectors of overseas travel and computing power.
Market Participants Recognise China Southern Power Grid Technology Co.,Ltd's (SHSE:688248) Earnings Pushing Shares 43% Higher
China Southern Power Grid Technology Co.,Ltd (SHSE:688248) shares have had a really impressive month, gaining 43% after a shaky period beforehand. Not all shareholders will be feeling jubilant, sin
Southern Network Technology (688248.SH): There are no technical reserves or related products for controlled nuclear fusion
Gelonghui March 11 丨 Southern Network Technology (688248.SH) said on the investor interactive platform that the company participated in national research projects related to power superconductivity such as “key technology research on superconducting DC limiters”, “research and development of high-capacity superconducting transformers used in high-speed trains”, and “research on electromagnetic, thermal, and mechanical properties of three-axis high-temperature superconducting cables based on inductance balance design”. Among them, the world's first 160 kV superconducting DC current limiter has been put into pilot application as a project result. The company has no technical reserves or related products for controlled nuclear fusion.
We Think China Southern Power Grid TechnologyLtd (SHSE:688248) Can Manage Its Debt With Ease
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' So it seems
Southern Network Technology (688248.SH): The company's drone business has achieved full coverage of substations in Guangdong Province
Gelonghui, March 5 | Southern Grid Technology (688248.SH) said on the investor interactive platform that in bad weather, drones can replace manual inspection work. The company's drone business has achieved full coverage of substations in Guangdong Province. The next stage will gradually be further extended to the distribution grid backbone network. The company is actively expanding the drone business in other provinces and the State Grid region of China Southern Power Grid. The National Conference on Large-scale Equipment Renewal stated that it is necessary to promote the upgrading and technological transformation of various types of production equipment and service equipment. The company provides high-tech services and comprehensive solutions for high-end smart devices based on artificial intelligence
China Southern Power Grid Technology's Profit Jumps 36.7% in 2023; Shares Surge 17%
China Southern Power Grid Technology (SHA:688248) booked a net profit attributable to owners of 281.3 million yuan, or 0.50 yuan per share, in 2023, up 36.7% from 205.7 million yuan, or 0.36 yuan per
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