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002060 Guangdong hydropower
Holding shares is up, the company's fundamentals have not changed, but the dealer is currently washing dishes.

Guangdong Hydropower is the largest water conservancy and hydropower construction enterprise in Guangdong Province, with 59% revenue from water conservancy and hydropower business and 65,438+04% from municipal engineering. Regionally, 68% of the income comes from Guangdong, and the rest mainly comes from Sichuan, Guangxi and Hunan. In order to adapt to the new development situation, the company has repeatedly stated that it intends to rely on the financing platform and engineering construction business of listed companies, make full use of the company's long-term advantages in water resources and water environment construction, and gradually develop into hydropower, wind power generation, urban sewage treatment and other business directions.

At present, the company has a wholly-owned subsidiary Chengdu Hydraulic Steel Structure Co., Ltd., as well as shareholding companies Guangshui Taojiang Hydropower Development Co., Ltd. and Guangzhou Fengyuan Investment Co., Ltd., and the announcement of the company's investment in Hainan Dongfang Gancheng Wind Farm undoubtedly shows that its strategic planning is progressing steadily. It is understood that Dongfang Gancheng Wind Farm is located in the South China Sea and belongs to a tropical humid monsoon maritime climate. It is characterized by high temperature and rainy weather, with eight or nine typhoons every year and abundant wind resources.

The National Development and Reform Commission (NDRC) and the State Electricity Regulatory Commission (SERC) recently issued the Notice on the Electricity Price Subsidy and Quota Trading Scheme for Renewable Energy in 2006. Relevant persons of China Wind Energy Association believe that this marks the formal implementation of renewable energy power generation cost sharing system in China. Relevant data show that the approved electricity price of wind farms is generally higher than that of thermal power plants due to the high cost of power generation. According to the power generation cost allocation method, the part higher than the thermal power price needs to be collected from the national electricity users, and then the collected money is allocated to the wind farms according to the power generation. Previously, due to the lack of implementation rules, the surcharges collected have not been distributed to relevant enterprises. The release of the Notice has undoubtedly brought substantial benefits to the wind power industry, and it is suggested to actively pay attention to Guangdong Hydropower, which is involved in the wind power field.