In the first quarter of this year, the net profit of Gcl Energy Technology Co.Ltd(002015) ( Gcl Energy Technology Co.Ltd(002015) . SZ) decreased.
On the evening of April 26, Gcl Energy Technology Co.Ltd(002015) released the first quarter report of 2022. The company achieved a revenue of 2.606 billion yuan, a year-on-year decrease of 8.6%; The net profit attributable to shareholders of listed companies was 170 million yuan, a year-on-year decrease of 8.09%.
In the first quarter of this year, affected by geopolitics, repeated epidemics and other factors, the supply of natural gas was tight and the price remained high, which had a certain impact on Gcl Energy Technology Co.Ltd(002015) cogeneration and other businesses.
Gcl Energy Technology Co.Ltd(002015) belongs to GCL group. Its main business scope is clean energy power generation, cogeneration and comprehensive energy services. At present, it focuses on three major businesses: integrated solution of power exchange station, operation of power exchange station and energy services, and battery echelon utilization. It is positioned as a mobile energy service provider.
Last year, the company achieved an operating revenue of 11.314 billion yuan, a decrease of 0.71% over the same period last year; The net profit attributable to the parent company was 1.004 billion yuan, a year-on-year increase of 21.8%, the best performance in history.
By the end of 2021, Gcl Energy Technology Co.Ltd(002015) grid connected total installed capacity was 3.7774 million KW, and the installed capacity of clean energy dominated by natural gas cogeneration and wind power accounted for 91.21%. The company plans to add more than 280000 kilowatts of clean energy grid connection in 2022.
On April 21, the Shenzhen stock exchange sent an annual report inquiry letter to Gcl Energy Technology Co.Ltd(002015) saying that it was concerned about Gcl Energy Technology Co.Ltd(002015) last year’s non recurring profit and loss of 434 million yuan, accounting for 43.23% of the net profit, of which the profit and loss from the disposal of non current assets reached 421 million yuan.
Shenzhen stock exchange requires Gcl Energy Technology Co.Ltd(002015) to analyze and explain whether the performance depends on non recurring profits and losses in combination with the year-on-year situation of main business. At the same time, it is required to explain the main reasons for the change of gross profit margin of power and steam sales in combination with factors such as commodity price fluctuation and downstream market demand change.
At the end of the first quarter of this year, Gcl Energy Technology Co.Ltd(002015) total assets reached 30.426 billion yuan, a year-on-year increase of 10.55%, and the asset liability ratio decreased to 61%, a decrease of nearly 10 percentage points over the end of the previous year, a three-year low.
On March 3 this year, Gcl Energy Technology Co.Ltd(002015) completed the initial fixed increase fund-raising after listing, raising 3.765 billion yuan, reducing the scale of liabilities to a certain extent.
Up to now, Gcl Energy Technology Co.Ltd(002015) has built 11 passenger car replacement stations and 5 commercial vehicle replacement stations; There are 16 passenger vehicle replacement power stations under construction and 9 commercial vehicle replacement power stations, with a total of 41 under construction and completed replacement power stations.
Gcl Energy Technology Co.Ltd(002015) general manager Fei Zhi said that the core power exchange products independently developed by the company will be available in batches and are expected to usher in rapid development.
China International Capital Corporation Limited(601995) it is estimated that there will be 10 million new energy owners in 2022. As one of the energy supplement methods of electric vehicles, the power exchange market is facing a big outbreak.
AVIC securities predicts that the operating space of the power exchange station is expected to reach 8.315 billion yuan, 24.371 billion yuan, 61.456 billion yuan and 135755 billion yuan respectively from 2022 to 2025, which is the link with the largest market space in the power exchange field.
On the same day, Gcl Energy Technology Co.Ltd(002015) announced that it planned to invest 102 million yuan to acquire 51% equity of Jiande pumped storage.
According to the national plan for the construction of pumped storage power stations with a total installed capacity of 2.4 million kilowatts in 20312035, Germany is a key project with a long-term installed capacity of 2.4 million kilowatts.
In April this year, the national development and Reform Commission and the National Energy Administration jointly issued a notice to speed up the development and construction of pumped storage projects during the 14th Five Year Plan period, accelerate the approval of pumped storage projects this year, and ensure that a number of projects are approved before the end of the year. Jiande pumped storage project is included in the approval plan for 2022.
As of the closing on April 26, Gcl Energy Technology Co.Ltd(002015) fell 6.37% to close at 12.2 yuan / share, with a market value of about 19.8 billion yuan.
