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BJ ENERGY INTL (00686.HK) generated a total power output of approximately 6.087 million megawatt-hours in the first quarter.
Gelonghui reported on April 29 that BJ ENERGY INTL (00686.HK) announced that the total power generation of the 247 power stations beneficially owned by the group and its associate companies is approximately 6,087,012 megawatt-hours in the first quarter of 2025.
BJ ENERGY INTL: ANNUAL REPORT 2024
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
BJ ENERGY INTL (00686.HK) subsidiary Jingneng Shengkai Cangzhou has entered into an EPC contract.
Gelonghui, April 22丨BJ ENERGY INTL (00686.HK) announced that on April 22, 2025, Jingneng Shengkang Cangzhou (a non-wholly-owned subsidiary of the company, acting as the client) signed an EPC contract with a consortium (acting as the contractor). According to the EPC contract, the consortium will provide EPC services to Jingneng Shengkang Cangzhou for the construction of the EPC project. The contract price under the EPC contract is approximately 509 million yuan (including tax). Considering the development of Wind Power in China’s NENGYUANHANGYE and the expected investment returns, the company holds an optimistic outlook on the industry in the foreseeable future.
China Great Wall: In March, the solar Industry in China showed signs of stabilization and recovery, with the Power Inverter expected to recover first.
After a year of adjustment in the Industry, 2024 may mark the bottom of profitability. The Power Inverter is expected to recover first due to technological barriers, and the supply-demand rebalancing will optimize the competitive landscape.
Pacific Securities: The Quote for The Pacific Industry Chain in the photovoltaic sector is accelerating downward.
With the end of inventory preparation, the Quote in the photovoltaic Industry Chain is accelerating to loosen, due to significant price drops in the downstream market and an increased shipping intention from some leading Polysilicon manufacturers, the price of Block Orders for Polysilicon is rapidly declining, approaching mainstream cash costs.
