My Fintech Empire

Friday, August 28.

"What? The electricity price of nuclear power ships is 0.3 yuan per kilowatt-hour? How is this possible?" At this moment, an investor was watching the morning news flash, and he was shocked to see the latest news reports on nuclear power ships.

At this moment, this matter has caused a sensation inside and outside the industry.

The nuclear power ship operator under the State Grid officially announced the electricity charge price of nuclear power ships today, determining 0.3 yuan per kilowatt-hour, which is about half cheaper than the price of residential electricity.

And this is not the most shocking part. The most shocking thing is that the electricity charge of 0.3 yuan per kilowatt-hour is not the residential electricity charge, but the commercial electricity charge.

This is incredible!

At present, the commercial electricity price in China varies from region to region. The commercial electricity price is about 0.5 yuan to 1.24 yuan per kilowatt-hour, usually more than 1 yuan.

In other words, the electricity charge of nuclear power ships is about three times cheaper than the current commercial electricity price.

"No wonder they dared to place orders for more than 100 nuclear power ships at once. Such electricity prices would not have beaten their peers to the ground. Commercial electricity costs 0.3 yuan per kilowatt-hour, and residential electricity costs 0.2 yuan per kilowatt-hour?" An institutional investor who followed the news was shocked.

Previously, the nuclear power ship operator had revealed that a ship could make a total profit of 50 billion yuan in 30 years from launching to scrapping. It could create a total profit of 50 billion yuan by charging 0.3 yuan per kilowatt-hour for commercial electricity. This is something that people from all walks of life in the outside world could never have imagined.

At 9 o'clock in the morning, the A-share SGX market opened first. CNNC Shipbuilding directly rose to the daily limit with a strong reduction in volume, and reached a historical high by advancing to the second consecutive board. The stock price rose to 34.04 yuan, and the corresponding market value reached 112.332 billion yuan.

This news is a major positive for CNNC Shipbuilding. At least from the actual market situation, the funds have already pushed up the daily limit.

After the electricity price was announced, various market analysis institutions and investors generally re-evaluated the value of CNNC Ships, because the current orders for more than 100 nuclear power ships are for commercial electricity.

But in addition to commercial electricity, there is also residential electricity!

Let's not talk about the foreign market, the domestic market is incredibly huge. You must know that the coastal areas are the most densely populated areas, and they are also the areas with the most electricity consumption. It is also precisely where nuclear power ships can play a role. If it is in the inland or even the northwest, nuclear power ships will be helpless.

In the foreign market, facing such cheap electricity prices, no power company can resist it. If they dare to open the market to let nuclear power ships in, local power companies will die.

At the same time, the stock market of Yue Monkey also began to soar.

In addition to local power companies, other capitals and enterprises all welcome nuclear power ships to come in, because once nuclear power ships come, they can use cheaper electricity, reduce the operating costs of enterprises, and the money saved is real profit, or a significant increase in competitiveness.

These people can benefit, so they are extremely welcome. It is reasonable for the stock market of Yuehou to soar. Electricity is the foundation of modern industrial manufacturing, which is beneficial to the entire manufacturing industry.

Including the stock market of A-shares, it is also rising sharply. The logic also applies to China. Moreover, the Eastern country is the world's largest and the strongest and largest industrial manufacturing country in the history of human civilization.

If the overall cost of electricity price drops by half, the overall competitiveness of the entire industrial manufacturing will be raised to a higher level.

At around 13:00 in the afternoon, major market software pushed a quick news:

[The New Securities 50 Index continued to strengthen, reaching the 7,700-point mark for the first time and setting a new historical high. The current transaction volume of the SGX market exceeded 700 billion]

When investors in A-shares saw that the New Securities 50 Index had set a new high, they all worshiped it. This trend was ridiculously strong.

Without comparison, there is no gap. Since the Shanghai Composite Index reached 3458 points on July 13, it has not yet broken a new high. On the other hand, the Xinzheng 50 Index was 7443 points on July 13, and now it has broken through 7700 points.

It is difficult for the Xinzheng 50 Index not to strengthen now. The fundamentals are there, the liquidity is there, and there is another super-heavy positive news that people from all walks of life outside the outside world do not know, that is, Fang Hong has decided to raise the Xinzheng 50 Index to 10,000 points within the year.

This news has not been exposed, and it cannot be exposed.

If the outside world knows, the Xinzheng 50 Index may directly rise to 10,000 points in September.

"I thought it was overestimated when the target price of CNNC Shipbuilding was set at 1 trillion yuan. Now it is obviously underestimated. I think it is possible to reach 2 trillion yuan." At this time, an investment research analyst of a private equity institution said so, as if he had revalued CNNC Shipbuilding.

The analyst added: "110 nuclear power ships are definitely not the limit. Nuclear power ship operators will definitely increase their purchases in the future. The cost of electricity has dropped significantly, and electricity consumption will definitely increase significantly. In addition, residential electricity will not use the electricity of nuclear power ships. However, commercial electricity costs 30 cents per kilowatt-hour, while residential electricity costs 50 cents or 60 cents per kilowatt-hour. Ordinary people will not agree to this."

Another industry insider present also nodded and said: "Indeed, according to the profitability of nuclear power ships, we don't know how much residential electricity is priced, but it is definitely cheaper than commercial electricity. Even so, there are still very lucrative profits."

According to the current pricing of commercial electricity, a nuclear power ship can create a total profit of 50 billion yuan. If the residential electricity price is priced at 0.2 yuan per kilowatt hour, the overall profit of a nuclear power ship can also be about 20 billion yuan. Although 200 It takes more than thirty years to earn profits of more than 100 million, but this is a serious monopoly industry with no competitors and cannot be more stable.

The analyst added: "I am afraid that the 55 nuclear power ships in the foreign market are far from enough. Even if it is doubled, the supply may still exceed the demand. The competitive advantage is too great, and Omagne Power Company will not be a rival."

Hearing this, a middle-aged man next to him immediately said: "You have ignored the local protection of the Omei people. How can they allow your nuclear power ship to enter their market?"

When the analyst heard this, he immediately smiled disdainfully, showed full confidence and said: "No, no, electricity is the core power source of modern civilization, and its price fluctuations are transmitted from the bottom up. This No one can stop this trend of technological progress, and anyone who stops will die.”

Having said this, he then added: "Okay, let's assume that the Ohmag people don't use such cheap electricity, what will be the consequences? The consequence is that the competitiveness of their products in other industrial industries will drop by one level compared to ours as a whole. , and the competitiveness of domestic industrial manufacturing products is already stronger than theirs. Domestic electricity costs have dropped several times. How much competitiveness do you think Oumeng people can have in other industries?"

The analyst continued: "Beijing Magnesium has been clamoring for the return of manufacturing. Once the nuclear power ships come out, they refuse such cheap electricity, and the hollowing out of their industry will definitely be further intensified."

As soon as these words came out, the middle-aged man couldn't help but nodded.

Obviously, if the Europeans reject nuclear power ships, their local manufacturing industry will inevitably choose to flee to the eastern countries with lower costs, which will in turn further strengthen the manufacturing industry in the east.

If you don't flee, then your product prices won't be able to go down, because the cost is there, so you can't keep the price upside down. That way, you'll lose every sale, and sooner or later you have to get rid of it. If the price is high, the competitiveness of the product will not be good. If a product cannot be sold, it will die. This is why the trend of technological progress is unstoppable.

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