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gf sec: Free cash flow of solid waste, water affairs, etc. turned positive in Q1-3 24, suggesting increased focus on debt restructuring.
Starting in October, the continuous increase in the scale of bond conversion will be a crucial indicator for next year. In addition to the "6+4" trillion yuan bond conversion scale, more attention should be paid to the central level's rolling over of bonds and continuous policy reinforcement by 2025.
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.
① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
Chinese Solar Firms, Ever-nimble, Go Further Afield Where US Tariffs Don't Reach
Hong Kong stock concept tracking | The country vigorously implements wind power as a replacement for renewable energy with strong support from the government. Wind power companies are expected to see a turnaround in their predicament (with related concept
On October 30, the National Development and Reform Commission and other departments strongly support the comprehensive improvement of wind power supply capacity through the vigorous implementation of renewable energy substitution.
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