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Two departments promote the renewal of wind power equipment. The industry is expected to release 10GW of capacity.
①The National Development and Reform Commission and the National Energy Administration encourage the transformation and upgrading of wind farms that have been in grid operation for more than 15 years or have a single unit capacity of less than 1.5 megawatts. ②Industry insiders said that the scale of wind turbines meeting the above conditions is about 10GW, and starting from 2025, it will usher in a peak of wind turbine decommissioning.
Two departments: The investment scale of energy-intensive equipment in key areas is expected to increase by more than 25% from 2023 to 2027.
By 2027, the investment scale of equipment in key areas of energy will increase by more than 25% compared to 2023. The key focus is on promoting the implementation of energy-saving transformation, heating transformation, and flexibility transformation of coal-fired power plants. Transmission and distribution, wind power, solar power, hydropower and other areas will achieve equipment renewal and technological transformation.
Ruifeng Renew (00527.HK) plans to hold a board of directors meeting on August 30th to approve its interim performance.
Ruifeng Renew (00527.HK) announced on August 20th that the Board of Directors meeting will be held on Friday, August 30, 2024 to consider and approve (including) the unaudited mid-term performance of the company and its subsidiaries as of June 30, 2024, as well as consider the declaration of interim dividends (if any).
RUIFENG RENEW: DATE OF BOARD MEETING
Huaan securities: the extreme interpretation of the photovoltaic "cyclical property", or has entered the last stage of the downward cycle.
Currently, the photovoltaic sector is more focused on the stabilization and rebound of β. Production, demand, clearance, and price exploration for future market stimulation points. Subsequent positive factors will gradually accumulate in the sector.
CSC: Low-carbon transformation of coal-fired power plants increases demand for green hydrogen, focus on electrolyzer going offshore industry chain benefits symbol.
CSC released a research report stating that in July, a low-carbon action plan that includes adding ammonia to fuel was implemented, which will contribute to the demand for green hydrogen starting in 2025.
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