Tonight, Yangtze Power disclosed the electricity volume in the third quarter of 2022. Due to the poor water supply in the third quarter, the electricity volume in the third quarter dropped significantly year-on-year. Due to the high volume of water supply in the second quarter, the negative impact of the poor water supply in the third quarter was offset. .
Although the total power generation in the first three quarters decreased by 2.61% year-on-year, we saw that in the first three quarters, Xiluodu increased by 18.28% year-on-year, and Xiangjiaba increased by 16.85% year-on-year. In the first three quarters, the Three Gorges and Gezhouba have accumulated about 14 billion kWh less electricity year-on-year, but Xiangxi has accumulated about 10 billion kWh of electricity year-on-year. The electricity price of Xiangxi is about 1 cents per kilowatt higher than that of the Three Gorges. Therefore, the reduction in the cumulative electricity price revenue in the first three quarters is definitely not as much as the reduction in electricity, and there is even a chance that it will increase slightly.
Therefore, in the first three quarters of this year, it basically resisted the impact of fluctuations in incoming water. At present, the key point is to look at the fourth quarter. In the fourth quarter, the water head of several reservoirs is lower than last year, so the power generation in the fourth quarter is still not optimistic.
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