Yunnan Energy Investment Co.Ltd(002053) ( Yunnan Energy Investment Co.Ltd(002053) ) of the four daily limit board disclosed that it has not actually engaged in photovoltaic business. According to the disk display, the company hit the daily limit at 10:45 a.m. on the 11th, but it rushed from the daily limit to the daily limit in less than an hour, and the trend of Earth Sky board was staged in the session.
company is not substantially engaged in photovoltaic business
It is announced that the total amount of shares to be raised by the company will not exceed RMB 186053 to be disclosed to specific investors on September 3. The funds are mainly invested in Qujing Tongquan wind farm project, Huize Jinzhong wind farm phase I project and Honghe Yongning wind farm project. After the completion of the raised investment project, the installed capacity of Yunnan Energy Investment Co.Ltd(002053) wind power will increase by 1450mw.
According to the data, the controlling shareholder of Yunnan Energy Investment Co.Ltd(002053) is Yunnan Energy Investment Group Co., Ltd. Shao Linlin, an analyst at Anxin securities, said: ” Yunnan Energy Investment Co.Ltd(002053) group is the ‘main force’ in the construction of new energy industry in Yunnan Province. ‘large groups and small companies’, the company is expected to use the strength of the group to build a provincial new energy development platform.”
At the same time, the Ministry of science and technology and other nine departments have recently announced relevant news about supporting Yunnan to build a “world photovoltaic capital”. In this case, from March 7 to March 10, the company’s shares realized the “four Board” in four trading days, and the share price rose from 9.88 yuan / share to 14.03 yuan / share, with a rise of 46.45% during the period.
“Up to now, the company has not actually engaged in photovoltaic business.” In the face of abnormal fluctuations in share prices, Yunnan Energy Investment Co.Ltd(002053) explained that the company and Huaning County government had previously signed the Huaning County photovoltaic project investment and development agreement. In the future, the performance of the agreement and the business performance after the project is put into operation may be affected by national policies, laws and regulations, industrial macro environment, changes in project construction cycle and other aspects, and there is still uncertainty risk.
photovoltaic power generation project or achieve zero breakthrough
“According to the company’s announcement on January 14, the company plans to invest in the construction of 70000kw photovoltaic project in Huaning County to realize the ‘zero breakthrough’ of photovoltaic power generation project. In the future, the company’s photovoltaic and wind power are expected to go hand in hand, and the new energy power generation sector is expected to usher in high growth.” Shao Linlin analyzed that.
It should be mentioned that when Yunnan Energy Investment Co.Ltd(002053) group injected the assets of four wind power companies into the company in March 2019, in order to solve the problem of horizontal competition, the group and its subordinate related enterprises signed the custody agreement with the company respectively, entrusted the corresponding power generation business entities held by them to the company for management, and conducted normal business The net profit after deducting non profit is positive and can be profitable continuously within 2 years.
Recently, some investors asked how the company plans to strengthen and optimize the green energy industry? In this regard, Yunnan Energy Investment Co.Ltd(002053) said on the interactive website: “During the 14th Five Year Plan period, the company will seize the strategic opportunity of” green energy brand “in Yunnan Province, seize the historic opportunity of the great development of green energy power, and greatly improve the investment, development, construction and operation management of renewable energy power production projects such as focusing wind power and photovoltaic power. At present, the company is fully promoting the construction of Tongquan wind farm, Jinzhong wind farm and Yongning wind farm Set. “
Facing the stock price performance of the secondary market, A private placement person in Guangdong said to the reporter of Dazhong securities news on the 11th: ” Yunnan Energy Investment Co.Ltd(002053) mainly hypes the concept of green power + wind power. After a long period of shock and adjustment, the company shows signs of stopping the decline and stabilizing. In the short term, it has broken through the early pressure level, and the trading volume has increased significantly in the last two days. Strategically, the company goes out of the ground and sky board on Friday and has more bottom reading profit chips. It may release profit on Monday. Investors who have not participated in it are not recommended Now intervene. If you intervene, the risk level will also be very high. The callback opportunity of the stock needs to be observed in the later stage. “
