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China International Capital Corporation: Electrical utilities readjustment presents investment opportunities, with the double bottom of photovoltaic prices and the market first appearing.
China International Capital Corporation expects that the intensification of electric carbon policies will improve demand-side absorption of green electricity and help realize the value of green environment.
[Brokerage Focus] China Merchants Securities initiates a "shareholding" rating for JNCEC (00579), indicating its high dividend yields and highlighting its investment value.
Jingneng Clean Energy (00579) is the largest clean energy enterprise in Peking, with shareholders including Jingneng Group, one of the top ten local energy groups. As of the end of 2023, the company has an operating capacity of 14.482 million kilowatts, of which wind power accounts for 9.78 million kilowatts, or 67.5%. The bank pointed out that the company is a local clean energy leader, providing profit support for gas, electricity and heating business, and is a major participant in “green power entering Peking”, steadily expanding through self-construction and acquisition; continuous growth in dividends per share demonstrates investment value. The bank expects the company to...
JNCEC (00579): Gao Yanqing has been appointed as Vice General Manager.
jncec (00579) announced that Gao Yanqing has been appointed as the Deputy General Manager of the company, effective from July 2024...
China's Electricity Consumption Spikes 5.8% in June
HTSC: High demand for electrical utilities in China and the US, continued high prosperity in grid investment and exports.
China's electrical utilities investment data is strong, and the annual investment growth rate of electrical utilities is expected to reach 10%+. The central oversea electrical utilities investment also continues to grow at a high rate due to electrical utilities demand and infrastructure. Currently, the demand for electrical utilities in the European and American markets is stronger than in non-electrical utilities markets.
Swhy: The growth rate of phase demand slows down, the new production capacity continues to increase, and the profitability of the new energy industry is under overall pressure.
In 2024, the overall growth rate of electric, wind and energy storage is still facing the main constraints of the slowdown in phased demand growth and the continuous increase in new production capacity. The industry's profits are still under pressure, and corresponding funds will flow more to stocks with performance certainty.
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