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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.
Huaxi Securities: Rigid demand emerges, global electrical utilities system welcomes development opportunities.
From an overseas perspective, the global new energy installed capacity is growing rapidly, driven by the upgrading of power grids, increased infrastructure support, large-scale expansion of manufacturing industry, datacenter construction, and cross-border interconnection of power grids. The investment in power grids has entered a prosperous cycle, and the overseas power equipment market has considerable potential.
Huaxi Securities: bullish on the upswing of the power equipment and new energy industry, paying attention to the marginal changes in the industry.
In the domestic market, as new energy is extensively introduced, the increase in investment in the supporting power grid will drive the corresponding demand for electric equipment; looking at the overseas market, the rapid growth of global new energy installation, power grid transformation and upgrading, increased infrastructure support, and expansion of the manufacturing industry have driven the demand, indicating a considerable space for the overseas electric equipment market.
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