Energy news on April 19: Japan launched the fifth round of nuclear contaminated water discharge into the sea

1. One sentence of important news

1. Chendian International: Net loss of 61.7018 million yuan in 2023

2. Huaneng International: Completed on-grid electricity in the first quarter increased by 5.63% year-on-year

3. Volvo Cars signed a memorandum of strategic cooperation with CATL

4. The large plate girder of the boiler of Unit 1 of the State Power Investment Guizhou Jinyuan Zhijin "Big Pressure Small" off-site reconstruction project was hoisted

5. The installed capacity of new energy storage in Gansu Province exceeded 3.6 million kilowatts

6. Shaanxi has intensified efforts to investigate and rectify the hidden dangers of major accidents in coal mines

7. Japan launched the fifth round of discharge of nuclear-contaminated water into the sea

8. Greece has become the European country with the highest proportion of photovoltaic power generation

2. Enterprise hotspots

1. Chendian International: Net loss of 61.7018 million yuan in 2023

On April 18, Chendian International announced that in 2023, the company will achieve operating income of 3.920 billion yuan, a year-on-year decrease of 2.34%, and a net loss attributable to shareholders of listed companies of 61.7018 million yuan, a year-on-year loss. The decline in net profit is mainly due to the following reasons: first, the transmission and distribution price of the third regulatory cycle of Chendian International local power grid has not been approved for the time being, and the average price of electricity purchased by the company from the State Grid and the Southern Power Grid has risen year-on-year, resulting in a significant increase in the cost of power purchase; Third, due to the low precipitation and the maintenance of small hydropower stations, the output of small hydropower in the network is insufficient, and the efficiency is not as good as that of the previous year; fourth, the subsidiary Baotou Tianchen Company stopped production in the current period, and the provision for asset impairment losses reduced the net profit attributable to the parent company; fifth, the receivables from the asset disposal of Chendian Gerui Environmental Protection Company in the previous period did not receive the payment in the current period, resulting in the provision of credit impairment losses and reduced the net profit attributable to the parent company in the current period.

2. Huaneng International: Completed on-grid electricity in the first quarter increased by 5.63% year-on-year

On April 16, Huaneng International announced that the company's preliminary statistics show that in the first quarter of 2024, the company's operating power plants in China will complete 113.036 billion kWh of on-grid electricity according to the consolidated statement caliber, a year-on-year increase of 5.63%; In the first quarter of 2024, the average on-grid settlement electricity price of the company's operating power plants in China was 497.97 yuan/MWh, a year-on-year decrease of 3.99%. In the first quarter of 2024, the company's market-based trading electricity ratio was 86.60%, a decrease of 0.18 percentage points from the same period last year. The main reasons for the increase in the company's electricity consumption are: in the first quarter of 2024, the country's electricity consumption maintained a steady growth, driving the year-on-year increase in the power generation side, during the heating season, the company's coal turbines maintained a high load rate, and the power generation of coal generators increased year-on-year, and the company continued to promote green and low-carbon transformation, with a large year-on-year increase in new energy installed capacity and a rapid year-on-year increase in new energy power generation.

3. Volvo Cars signed a memorandum of strategic cooperation with CATL

On April 16, Volvo Cars and CATL signed a strategic cooperation memorandum to deepen their cooperation in sustainable development. Zeng Lingling, Senior Director of Supply Chain for Volvo Cars Asia Pacific, and Shen Feng, Executive President of CATL Overseas Passenger Cars, signed the agreement on behalf of both parties. According to the agreement between the two parties, Volvo Cars will recycle retired and used batteries, hand them over to Volvo Cars' certified downstream suppliers for recycling, and extract nickel, cobalt, lithium and other metal materials. CATL uses these recycled materials to produce new batteries, which are used in the production of new Volvo Cars. The two companies will also work together to establish an efficient, collaborative and transparent management mechanism to ensure that the entire recycling production process meets the quality requirements of both parties and complies with the legal and regulatory requirements of various regions around the world.

4. The large plate girder of the boiler of Unit 1 of the State Power Investment Guizhou Jinyuan Zhijin "Big Pressure Small" off-site reconstruction project was hoisted

At 11:18 a.m. on April 18, the large plate beam of the boiler of Unit 1 of the State Power Investment Guizhou Jinyuan Zhijin "Large and Small" Off-site Reconstruction Project (2×660 MW) began to be hoisted, marking the basic completion of the main structure of the No. 1 boiler of the project, and then entering the installation stage of a comprehensive sprint.

3. Industry news

1. The installed capacity of new energy storage in Gansu Province exceeded 3.6 million kilowatts

Recently, it was learned from the State Grid Gansu Provincial Electric Power Company that since 2024, 508,000 kilowatts of new energy storage capacity has been added, and as of now, 138 new energy storage projects and 3,639,550 kilowatts are in operation in Gansu Province, and new energy storage has developed rapidly. It is reported that among the new energy storage projects in operation in Gansu Province, 131 projects and 3,037,050 kilowatts are power side energy storage, 7 projects and 602,500 kilowatts are grid side energy storage, and more than 80% of the grid-side energy storage is grid side shared energy storage. The scale of new energy distribution and storage in Gansu Province has developed rapidly, and the distribution and storage mode has gradually expanded from self-built energy storage to centralized co-construction and leasing, and the development form of new energy distribution and energy storage has also shown a diversified development trend. In addition to electrochemical energy storage, the new energy storage projects under construction in Gansu Province also include solar thermal, compressed air energy storage, gravity energy storage and hydrogen energy storage.

2. Shaanxi has intensified efforts to investigate and rectify the hidden dangers of major accidents in coal mines

In order to promote the dynamic elimination of major accidents in the coal mining field and effectively prevent and curb the occurrence of major accidents, since March this year, the Shaanxi Provincial Emergency Management Department, together with the Shaanxi Bureau of the State Mine Safety Supervision Bureau, has organized a three-year action to carry out expert investigation and rectification of major accidents in the coal mining field in the province. From March 4 to 15, the first batch of 16 safety production experts from Jiangsu, Guizhou, Gansu, Inner Mongolia, Xinjiang and other provinces and regions formed three expert groups to go to Xianyang City, Yan'an City, and Yulin City to carry out work, inspecting a total of 18 coal mines, and found 501 accident hazards, including 4 major accident hazards. For the hidden dangers of accidents, the expert group guides the coal mine to formulate rectification measures, and the local coal mine safety supervision department supervises and urges the rectification to be in place on schedule. It is reported that on April 16, at the three-year action promotion meeting of experts in the field of coal mines in the province to investigate and rectify major accidents, the relevant person in charge of the Shaanxi Provincial Emergency Management Department awarded bonuses to the expert group with outstanding performance in the investigation and rectification. This is the first time that the department has implemented bonus rewards for safety production experts in the coal mining field.

4. International focus

1. Japan launched the fifth round of discharge of nuclear-contaminated water into the sea

According to the Japanese news agency, Japan's Tokyo Electric Power Company launched the fifth batch of marine discharge of nuclear-contaminated water on the 19th of this month, and the discharge is expected to reach 7,800 tons. According to relevant reports, the discharge work is expected to be fully completed on May 7. Since August 24 last year, Japan's Fukushima Daiichi Nuclear Power Plant has discharged four batches of nuclear-contaminated water, with a cumulative discharge of about 31,200 tons. TEPCO plans to discharge seven more batches of nuclear-contaminated water in the coming year, from April 2024 to March 2025, with an estimated total of about 54,600 tons. Currently, more than 1.3 million tons of nuclear-contaminated water are still stored at the Fukushima Daiichi Nuclear Power Station. In order to address the impact of the large number of water storage tanks in the nuclear power plant on the operation of the waste reactor, the Japanese government and TEPCO decided to discharge the nuclear-contaminated water treated and diluted by the "multi-nuclide treatment system" into the sea. Despite strong opposition and skepticism both inside and outside Japan, the Japanese government and TEPCO insisted on starting the marine discharge of nuclear-contaminated water from the Fukushima Daiichi nuclear power plant on August 24 last year. This move has aroused widespread concern and concern, posing a potential threat to the marine environment and human health and safety.

2. Greece has become the European country with the highest proportion of photovoltaic power generation

Greece is blessed with unique sunlight resources and is the country with the highest proportion of photovoltaic power generation in Europe. In recent years, the Greek government has actively promoted photovoltaic technology, making it a key force in accelerating the development of a new energy power system. According to data analysis released by the Helapco Association of Photovoltaic Enterprises (Helapco) in February this year, the new installed PV capacity in Greece in 2023 will reach a record high of 1.59 GW, accounting for 74% of the new energy added this year. Currently, Greece has an installed PV capacity of 7.1 GW, which meets 18.4% of the country's electricity needs.

Source: International Energy Network WeChat public account