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The demand for AI applications and overseas has increased, and the orders for grid supporting companies in the first quarter are already "fully booked."
① Power grid supporting companies have sufficient Orders on hand, and some listed companies have successively reported positive earnings forecasts for last year; ② The total scale of domestic power grid investment has increased, and the application of AI along with overseas markets is expected to resonate, likely driving Orders to continue rising this year.
Two departments: The electrical quantity of new energy projects going online will in principle enter the electrical utilities market entirely, with the online electricity price formed through market trading.
The National Development and Reform Commission and the National Energy Administration issued a notice on "Deepening the Market-oriented Reform of New Energy Grid Connection Prices to Promote High-quality Development of New Energy."
National Energy Administration: By the end of December 2024, the cumulative installed generation capacity in the country is approximately 3.35 billion kilowatts, an increase of 14.6% year-on-year.
As of the end of December, the cumulative installed power generation capacity nationwide is approximately 3.35 billion kilowatts, a year-on-year increase of 14.6%.
JNCEC (00579) has appointed Zhang Qichang as co-company secretary and legal process agent.
JNCEC (00579) announced that Mr. Liang Zhijie has resigned as the company's co-secretary and legal process agent...
CITIC SEC: In 2025, the power grid will face intense policy-driven catalysts; it is recommended to invest in the Ultra High Pressure Sector with strong policy synergy.
The bank is Bullish on the fact that grid investment will maintain double-digit growth in 2025, and it is expected that with the implementation of key matters such as the subsequent National Grid annual work conference, the Industry will enter a phase of intensive policy catalysis.
JNCEC (00579.HK): Dacha Company has reached an agreement with the local government authorities regarding the compensation for the exit of four hydropower stations.
On December 27, Gelonghui reported that JNCEC (00579.HK) announced that Dachuan Company reached an agreement with the local government authority on the compensation matters for the withdrawal of four hydropower stations on December 26, 2024. After a joint asset evaluation by a third-party asset evaluation institution commissioned by both Dachuan Company and the local government authority, the total compensation cost related to the withdrawal of the four hydropower stations amounts to 440.64 million yuan. Both parties will sign a supplementary agreement regarding the specific payment arrangements.