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.

Zhitong FinanceJul 9 21:20 ET

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.

Zhitong FinanceJul 7 22:28 ET

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.

Zhitong FinanceJul 1 04:27 ET

As of the end of May, the country's cumulative installed capacity for power generation is approximately 3.04 billion kilowatts, a year-on-year increase of 14.1% according to the National Energy Administration.

According to the Zhitong Finance APP, on June 28th, the National Energy Administration released the national statistics on the electrical utilities industry from January to May: as of the end of May, the total installed power generation capacity in the country was about 3.04 billion kilowatts, a year-on-year increase of 14.1%.

Zhitong FinanceJun 27 22:09 ET

Beijing Jingneng Clean Energy Declares Final Dividend for 2023

Beijing Jingneng Clean Energy (HKG:0579) declared its final dividend for the year ended Dec. 31, 2023, of 0.1398 yuan per share, a Wednesday filing with the Hong Kong Exchange said.

MT NewswiresJun 27 06:16 ET

jncec (00579) will distribute a final dividend of 0.1398 yuan per share on July 31.

JNCEC (00579) announced that it will distribute the profits up to 2023 fiscal year ending on July 31, 2024...

Zhitong FinanceJun 26 10:45 ET