The reporter of the National Business Daily noticed that Kerun Zhikong landed on the North Exchange on July 13 this year. Looking back on past performance, Kerun Intelligent Control's profit fluctuated greatly. In the first half of 2020 and the first half of 20021,Kerun Zhikong realized a net profit of about 1 1.76 million yuan and 1.70 million yuan respectively.
For the substantial increase in performance, Kerun Zhikong said that the main reason is the strong market demand brought by the "double carbon" policy. In the first half of this year, the installed capacity of wind power and solar energy, as well as the investment in power infrastructure, have achieved considerable growth.
Say that the market demand is strong
Kerun Zhikong said that in the first half of this year, the company continued to optimize production and operation, vigorously promoted product research and development and innovation, and seized the favorable opportunity of strong market demand generated by the "double carbon" policy and the improvement of "energy efficiency", and both production and sales showed steady growth.
Kerun Zhikong is mainly engaged in manufacturing and selling R&D, transformers, high and low voltage switchgear, outdoor switchgear and other power transmission and distribution core equipment.
From the income structure of 20021,transformers and high and low voltage switchgear constitute the main part of its income, contributing about 274 million yuan and 222 million yuan respectively, accounting for about 42.95% and 34.82% respectively.
On the other hand, in the same period last year, affected by the continuous sharp rise in copper prices, Kerun Intelligent Futures suffered an investment loss of 5,502,600 yuan, and there was no loss in the first half of this year.
Kerun Zhikong once explained that copper and silicon steel sheets are its main raw materials, and the company conducts commodity futures trading in order to take advantage of the risk hedging function of the futures market and avoid the operational risks brought about by commodity price fluctuations.
However, from the actual effect, Kerun Zhikong's futures trading has not achieved satisfactory results. In 2020 and 20021year, the investment income generated by Kerun Intelligent Futures Trading was _ 386,300 yuan and _ 5,522,900 yuan respectively. Kerun Zhikong said that one of the important reasons for the decline in the performance of 202 1 was the impact of futures trading.
According to the contents of Kerun Zhikong's reply to the inquiry letter of Beijing Stock Exchange, at the end of April 20021,the company cleared all futures, and has not engaged in futures trading since then. In July, 20021year, the company cancelled its futures trading account.
Solar energy and wind energy have greatly increased.
It is worth noting that from the perspective of power system, power generation and transmission and distribution constitute an important part of Kerun Intelligent Control's main business, and the two fields contributed 5.66% and 93.72% of the operating income to Kerun Intelligent Control in 202 1 respectively. Therefore, the input of power supply and power grid is directly downstream of Kerun intelligent control.
According to the data of the National Energy Administration, from June 5438 to May this year, the investment in power supply projects of major power generation enterprises in China was147 billion yuan, a year-on-year increase of 5.7%; The investment in power grid engineering was 654.38+026.3 billion yuan, up 3. 1% year-on-year.
Source: Wind, reporter's drawing.
The National Business Daily reporter noted that from the perspective of absolute value and year-on-year growth rate, the performance of solar energy is "second to none". From June 5438 to May this year, the investment in solar power infrastructure was 40.9 billion yuan, a year-on-year increase of 248.7%. Wind power ranks second in the absolute value of power infrastructure investment, with 39 billion yuan completed in June-May this year.
From the perspective of installed capacity, the growth rate of wind power and solar energy is also high from/kloc-0 to May. According to the data of China Electric Power Enterprise Association, by the end of May this year, the installed power generation capacity in China was 2.42 billion kilowatts, up 7.9% year-on-year. Among them, wind power was 340 million kilowatts, a year-on-year increase of17.6%; Solar power generation was 330 million kilowatts, up 24.4% year-on-year.
Previously, Kerun Zhikong analyzed in the prospectus that the rapid development of China's wind power generation industry and photovoltaic power generation industry will boost the development momentum of its supporting power transmission and distribution and control equipment market, promote the continuous innovation of R&D power transmission and distribution and control equipment, design and manufacturing technology under the guidance of the national strategic goal of "carbon neutral 30/60", and give birth to a larger market demand scale.