On April 14, Gcl Energy Technology Co.Ltd(002015) released its annual report for 2021. The company achieved an operating revenue of 11.314 billion yuan in 2021 and a net profit attributable to shareholders of listed companies of 1.004 billion yuan, an increase of 21.8% over the same period of last year. The company's performance has maintained rapid growth in recent years, with a compound growth rate of net profit of 44.6% from 2019 to 2021.
In 2021, based on the latest total share capital of 1.623 billion shares, the company plans to distribute a cash dividend of RMB 2 (including tax) for every 10 shares to all shareholders, with a total cash dividend of RMB 325 million. This is the second consecutive year since the company was restructured and listed. Compared with the first dividend, the amount of cash dividend increased by 33% and the overall dividend increased by 60%.
wind power installed capacity increased by nearly 60% year on year
As a leading mobile digital energy technology operator in China, the main business of green energy operation of the company continues to maintain a good growth momentum. By the end of 2021, the total installed capacity of the company's grid connection was 377744mw, and the installed capacity of clean energy dominated by natural gas cogeneration and wind power accounted for 91.21%. Among them, the installed capacity of wind power grid connection increased rapidly to 832.3mw, an increase of 58.7% over the end of the previous year. The volume of steam sold and garbage disposal achieved double growth, and the annual settlement volume of steam was 161691 million tons, a year-on-year increase of 4.73%; The waste disposal volume was 2.2134 million tons, a year-on-year increase of 56.36%.
Fei Zhi, general manager of the company, said that wind power has become a Gcl Energy Technology Co.Ltd(002015) new profit growth point. Next, we will focus on increasing the proportion of clean energy and renewable energy, focusing on large wind power bases and centralized renewable energy projects with advantageous resource endowments in Inner Mongolia, Xinjiang, Shaanxi and other places. "In 2022, our new energy development goal is 2gw, and the scale of clean energy production will exceed 280mW."
Under the "double carbon" goal, wind power drives into a high potential track. The National Energy Administration recently released the statistical data of the national power industry from January to February, and the installed capacity of Fengguang was much higher than expected. Among them, 5.73gw of wind power was newly connected to the grid in the first two months, an increase of 60%.
In addition, the company has in-depth layout of comprehensive energy service business. In 2021, the company's market-oriented trading service electricity was 17.26 billion kwh, and the cumulative production capacity of distribution projects was 1091mva The company has the first-class qualification of national power demand side management, and the user side management capacity exceeds 13.5 million KVA; The power demand side response of Jiangsu Province exceeded 700MW, with a year-on-year increase of 40%. In May 2021, the company put into operation the first high proportion renewable energy demonstration area distribution network project in China - Jinzhai distribution network project. So far, more than 20 energy service projects such as energy storage, distributed energy and Microgrid have been put into operation.
The company also comprehensively carried out carbon neutralization services such as carbon asset management, Carbon Asset Finance and green power trading, actively carried out digital transformation, and integrated blockchain technology into the fields of power distribution and carbon asset trading. In 2021, more than 60 relevant software copyrights have been declared and approved.
Fei Zhi said that the opinions on accelerating the construction of a national unified market are clear, and building a national unified energy market and carbon emission trading market. "This means that in the future, power resources will be shared and optimized across the country, and green power trading will usher in rapid development."
R & D investment increased by 1.5 times
In 2021, Gcl Energy Technology Co.Ltd(002015) accelerated the strategic layout of mobile energy business and opened the growth ceiling Citic Securities Company Limited(600030) believes that the company and its parent company, GCL group, are both leaders of China's private energy enterprises. The basic main business operation is stable, the resource endowment of power exchange business is strong, and the focus of business strategy is clear. It is expected to give priority to the improvement of the ownership of China's power exchange industry.
In March 2021, the company announced to enter the field of mobile energy and start power exchange operation. Since then, the company has rapidly integrated industries such as automobile production, battery manufacturing, travel platform, logistics enterprises and government resources, joined hands with Geely, Futian, Sany, Dongfeng, huolala, Contemporary Amperex Technology Co.Limited(300750) , ground railway and other leading enterprises, focused on four application scenarios of taxi, online car hailing, heavy truck and light truck, and successfully put into operation the first batch of passenger car replacement power station and commercial vehicle replacement power station; Develop four core technologies: multi energy integration, contactless intelligent magnetic induction locking technology, shared battery technology and intelligent EMS / BMS / SMU; Build the industry's first PAAS and SaaS integrated digital power exchange cloud platform.
"With the car as the center, the battery as the energy carrier and the port as the infrastructure, we build an ecological closed loop of green electricity, port stations, vehicles, batteries and energy storage, integrate transport capacity resources, and are committed to providing convenient, economic and green integrated solutions for motorized travel." Fei Zhi pointed out that model innovation and technology iteration are the key to winning the mobile energy track. In 2021, the company's scientific research personnel increased by nearly 4.5 times year-on-year, and the R & D investment increased by nearly 1.5 times year-on-year.
Fei Zhi said that this data will continue to grow. The company will set up five research institutes, including new energy vehicle R & D, automatic driving R & D, three electricity R & D, digital R & D and blockchain R & D, to further strengthen R & D capabilities. Up to now, the company has participated in 34 national, industrial and group standards, and gradually established a leading position in the industry.
Fei Zhi also revealed that the core power exchange products independently developed by the company will be available in batches, with the advantages of high compatibility, intelligent non-destructive upgrading, instant efficiency and so on. At that time, it can cover multiple mainstream models. In addition, the company created a multi energy complementary zero carbon power port model, upgraded the power station to a "super power port", with diversified functions such as energy supply, microgrid energy storage and high-end experience.
