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CICC: The proportion of hold positions in consumer stocks in Hong Kong for the third quarter of 2024 has increased significantly, with alibaba-W receiving much attention after its inclusion.
China International Capital Corporation released a research report stating that in Q3 2024, the total scale of public fund holdings in Hong Kong stocks has significantly increased, and the proportion of southbound transactions has also risen, but this is not due to active shareholding. In the segmented industry, alibaba-W entered the Hong Kong Stock Connect in September, and the holding ratio in the consumer discretionary sector has increased the most. At the same time, the new economy sectors such as consumer services, pharmaceuticals, and biotechnology also saw significant increases. On the individual stock level, alibaba-W (09988) has been quite favored after entering the connect, and public funds have also increased their holdings in technology leaders like Tencent (00700), while CNOOC (00883) and china mobile (00941) saw a noticeable decline. In terms of heavy holdings.
Analysts' Top Utilities Picks: CGN Power Co (CGNWF), PG&E (PCG)
Analysts Offer Insights on Utilities Companies: DTE Energy (DTE) and CGN Power Co (OtherCGNWF)
The State Energy Administration further standardizes the behavior of electrical utilities market transactions.
①Each operating entity should comprehensively consider unit fixed costs, fuel costs, energy supply and demand, and other objective conditions to quote compliantly, promoting trade prices that truly and accurately reflect the value of electrical utilities commodities; ②Power generation entities and power consumption entities must not unilaterally agree on trade prices, electricity quantity, and other declared elements through online or offline means between the relevant operating entities on the generation and consumption sides to achieve specific trades in the medium to long term.
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.
CGN Power Extends Shareholder Commitments in Strategic Move
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