source seagames2022malaysiafootball: Gangtise Investment Research
In 2024, the company plans to add 7 new energy installed capacityseagames2022malaysiafootball.5GWseagames2022malaysiafootball, 560MW has been completed, and the remaining 7GW will be mainly put into production in 2024Q4. The average power restriction rate of wind power in 2024Q1 is 4seagames2022malaysiafootball.2%, and 5.8% in 2023Q1. The market-based transaction electricity price of wind power dropped to an average of 0.3971 yuan/KWh; in 2024Q1, the proportion of market-based transaction electricity of wind power accounted for 42%, a year-on-year increase of 1.3 pct. The average on-grid tariff for wind power in 2024Q1 is 0.4437 yuan/KWh, thermal power is 0.412 yuan/KWh, and photovoltaic is 0.2708 yuan/KWh. Replacing large projects with small projects will be an important part in the next few years. The second phase of the renovation plan will be launched from 2024 to 2025. About 1.5 billion yuan in impairment has been extracted and is planned to be completed in two years. It is expected to increase the benefits of the second phase of the project by 30 to 50%.
