Gelonghui, June 8 丨 Some investors asked Guangdong Electric Power A (000539.SZ): May I ask about the company's natural gas source? Profit expectations for additional gas turbines

Guangdong Electric Power A replied: Currently, the company holds a gas and electricity installed capacity of 6.392 million kilowatts. Among them, the gas source for Guangqian Electric Power and Huizhou Phase I's 2.34 million kilowatt gas turbines is Guangdong Dapeng's “pay-as-you-go” long-term cooperative gas, and the profitability of the units is relatively stable; the rest of the gas turbines are procured on a market-based basis, mainly by central enterprise oil and gas suppliers.

For some time now, due to the high price of natural gas and the inadequate transmission mechanism for gas, electricity and electricity prices, new gas power units have been under loss pressure and carried out their electricity protection responsibilities. However, the rapid start and stop of gas turbines, strong peak adjustment, and clean-up play an important role in constructing a safe, efficient, clean, and low-carbon new power system. In the future, as gas prices fall and the electricity market mechanism is gradually improved, gas turbines will have good profit prospects.