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Daiwa: In Jiangsu Province, electricity prices will decrease comprehensively by 2025. Currently, the preference in the Electrical Utilities Industry leans towards thermal power.
Daiwa predicts that the reduction in electricity prices in Jiangsu Province next year will lead to a narrowing of the dark spread for coal companies by 9 to 15 yuan per megawatt-hour.
China Resources Power to Renew Agreements With Associate, Bank
China Galaxy Securities: Spot market pricing is based on supply and demand, and mergers and acquisitions of Electrical Utilities central enterprises are expected to accelerate.
China Galaxy Securities believes that, from the perspective of underlying pricing logic, spot electricity prices are mainly influenced by fuel costs and the supply and demand of Electrical Utilities. Against the backdrop of a downward shift in coal price fundamentals, it is expected that thermal power companies in provinces with a high proportion of market coal and strong layout demand will have supported profits in 2025.
Guozheng International: The national unified electricity market development plan blue paper has been officially released. Investors are advised to pay attention to CHINA RES POWER and others.
The National Certificate International released a research report stating that the publication of the "Blue Book" clarifies the development path and key tasks for building a national unified electricity market. It aims to discover value through the market, allowing electricity to return to its Commodity nature, which is beneficial for ensuring reasonable returns for electricity companies. The entry of New energy into the market has accelerated beyond previous expectations, with reasonable return enhancement policy expectations for New energy power operation companies entering the market. Currently, the overall valuation of the power Operation sector in the Hong Kong stock market remains low, with several Stocks having dividend yields exceeding 6%. The bank suggests that investors pay attention to CHINA RES POWER (00836), CHINA LONGYUAN (00916), and CHINA SUNTIEN (00956), among others.
【Brokerage Focus】Guozheng International: The "Blue Book" clarifies the development path and key tasks for the nationwide unified electricity market construction, focusing on CHINA RES POWER (00836) and others.
Jingwu Finance News | According to the National Certificate International Research Institute, recently, under the overall organization of the National Energy Administration, the China Electricity Council, together with the State Grid, Southern Power Grid, large power generation groups, and more than 20 other units, jointly compiled the "Blue Book", which systematically summarizes the achievements of China's Electrical Utilities market construction and conducts an in-depth analysis of the situation and challenges. The report indicates that the "Blue Book" clarifies the coordinated operation of the provincial electrical utilities market, regional electrical utilities market, and inter-provincial and inter-regional electrical utilities market, with the goal of achieving a nationwide allocation of electrical resources. It further deepens the electrical energy market, ancillary services market, and explores markets for electrical capacity, transmission rights, and electrical Futures, while also enhancing the opera
Hong Kong Stock Concept Tracking | Accelerate the construction of a unified national Electrical Utilities market, the Electrical Utilities Sector benefits from central state-owned enterprise Market Cap management (with related stocks attached).
Central enterprises' Market Cap management opinions are being implemented, and Institutions state that the investment value of dividend Assets is becoming prominent.
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