NMHD(600863)2024-09-04 08:47Group 1: Investor Meeting Overview - The investor meeting was held on September 4, 2024, from 09:30 to 11:30, in a face-to-face format [3] - Participating institutions included Guotai Junan, Pacific Insurance, and others [3] - Company representatives included General Manager Wang Zhenrui and others [3] Group 2: Key Questions and Responses - Q1: The coal-fired power generation on-grid electricity prices for the second quarter were 311.35 RMB/kWh for the Inner Mongolia grid and 361.55 RMB/kWh for the North China grid [5] - Q2: In July, electricity supply was tight, leading to higher spot prices, while in August, prices returned to long-term contract levels [5] - Q3: Major participants in the Inner Mongolia grid include Huaneng Group (30% market share), Guoneng Group, and Huadian Group (both around 15% market share) [5] - Q4: The company plans to assess the issuance of a 1.5 billion RMB perpetual bond due in 2024, with current rates around 3.25% [5] - Q5: In the first half of 2024, profits were 1.197 billion RMB for the thermal power segment, 248 million RMB for the renewable energy segment, and 829 million RMB for the coal segment [6] Group 3: Risk Warning - The company advises investors to refer to official announcements on the Shanghai Stock Exchange for accurate information and to be cautious of investment risks [6]