·The new energy vehicle national power investment restructuring plan will be introduced

Recently, the National Power Investment Conference reviewed and approved the "Regulations on the Reform of the State Power Investment Group Corporation", the "Regulations on the State Power Investment Corporation (Amendment)", and the definition and classification of the functions of the subsidiaries of the State Power Investment Corporation. Plan and other proposals.
The board of directors agreed that the group company should be restructured into a wholly state-owned company on the basis of retaining existing business, industry, personnel, creditor's rights and debts, and report the restructuring plan to the SASAC for approval. The meeting requested that the group company should further improve the corporate governance structure, and establish a market-oriented system that is more suitable for the development of the group company through this restructuring, so as to better promote the rapid, stable and sustainable development of the group company's industry.
At the same time, the meeting also heard the report on the pilot reform plan for the State Power Investment Corporation to implement the board of directors of the subsidiary. The meeting held that the reform plan is a major measure of the group company's strategic thinking of “taking state-owned capital investment companies as its direction”, which is conducive to further improving the corporate governance structure. It is necessary to conscientiously implement the organization and implement the reform experience in a timely manner.
According to the "Implementation Plan for the Reform of the Central Enterprise Company System", the central enterprises supervised by the State-owned Assets Supervision and Administration Commission of the State Council before the end of the year must complete the restructuring of the company system.
Therefore, the industry believes that the national power investment company restructuring plan will be announced soon.
It is understood that the National Power Investment Investment Co., Ltd. was established in May 2015. It was formed by the merger and restructuring of China Power Investment Corporation and National Nuclear Power Technology Co., Ltd. It is the only comprehensive energy enterprise group in China that has both hydropower, thermal power, nuclear power and new energy assets.
It should be noted that while the national power investment is speeding up the reform of the company system, it is still making progress in the fields of new energy vehicles.
In early September, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said that the global industrial ecology is being reconstructed. Many countries have adjusted their development strategies and accelerated the industrial layout in the new energy and intelligent network industries. At present, China's Ministry of Industry and Information Technology has also initiated relevant research to formulate a timetable for stopping the production and sale of traditional energy vehicles.
On September 13, the National Development and Reform Commission, the National Energy Administration, and the Ministry of Finance and other 15 ministries and commissions jointly issued the "Implementation Plan for Expanding Biofuel Ethanol Production and Promoting the Use of Ethanol Gasoline for Vehicles." According to the requirements of the program, by 2020, the use of ethanol gasoline for vehicles will be promoted nationwide.
Affected by the above-mentioned double positive news, in recent days, new energy vehicles have been in a mess in the capital market.
In this context, a few days ago, the national power investment joint venture with private enterprises to invest 1 billion yuan for the hydrogen energy industry investment fund.
In fact, hydrogen energy fuel is becoming the focus of new energy vehicles.
Relevant persons from the Ministry of Science and Technology said that hydrogen energy fuel vehicles have become an important development direction, and it is necessary to systematically promote the development of fuel cell vehicles. Foreign countries attach great importance to the development of hydrogen fuel. For example, the total investment in hydrogen research and development in the United States reached 2.45 billion US dollars, and the EU also defined the strategic goal of hydrogen energy.
Some insiders believe that the development of hydrogen energy by the national power investment is in line with the current development trend of new energy vehicles, which can be described as an advance layout.
In addition, not long ago, the State Power Investment Henan Company and the Kaifeng Municipal Government held a signing ceremony for the comprehensive cooperation framework agreement for energy infrastructure projects. The Henan company and the Kaifeng Municipal Government will cooperate in strengthening the construction of Kaifeng basic energy facilities, strengthening new energy and comprehensive smart energy investment. .
It is understood that according to the agreement, Henan company will build a new energy vehicle operation service company, responsible for the planning of charging piles for public transportation parking lots in Kaifeng City, the construction, operation and maintenance of charging facilities for new energy vehicles, and the network intelligent monitoring system. Development, distribution coordination, construction of distributed photovoltaics and energy storage facilities.
It is worth mentioning that the reason why Guodian Power Investment continues to force the new energy industry is also related to the poor profitability of traditional energy.
At present, the National Power Investment Corporation is the power generation company with the highest proportion of clean energy among the five major power generation groups, with a total installed capacity of 119 million kilowatts. Among them, thermal power is 71.456 million kilowatts, hydropower is 21,670,700 kilowatts, nuclear power is 4,752,200 kilowatts, solar power is 1,02 thousand kilowatts, wind power is 1,251,700 kilowatts, and the proportion of clean energy in all power installed capacity accounts for 43.9%.
According to public information, the national net investment achieved a net profit of 1.348 billion yuan in the first half of the year, but its thermal power sector accumulated losses of 2.373 billion yuan, a year-on-year decrease of 5.839 billion yuan.
A power industry analyst told the Securities Daily that this year coal-fired power generation has become a key point, and coal prices continue to be at a high level. The thermal power business is not only in a state of loss, but also needs to increase its capacity. For national power companies and other power companies, the transition to new energy vehicles and other fields is also forced by the situation.

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