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Morgan Stanley: This year's electricity price has limited uncertainties, adjusting the Target Price for CHINA RES POWER (00836) and HUANENG POWER (00902).
The bank has lowered the Target Price for CHINA RES POWER from HKD 22.6 to HKD 22.5, maintaining a "Shareholding" rating, while it has raised the Target Price for Huaneng Power International, Inc. from HKD 4.25 to HKD 5, maintaining a "Market Perform" rating.
HUANENG POWER (00902.HK) held a Board of Directors meeting on March 25 to review and approve the publication of the annual performance.
Gelonghui reported on March 11 that HUANENG POWER (00902.HK) announced that the Board of Directors meeting is scheduled for March 25, 2025 (Tuesday) to review and approve the announcement of the company's annual results for the year ending December 31, 2024, and to consider the distribution of the final dividend (if any), as well as to address Other matters.
HUANENG POWER: DATE OF MEETING OF THE BOARD OF DIRECTORS
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
Galaxy Securities: The 25-year Energy work guidance opinion has been released, adhering to the two main lines of ensuring supply and green development.
The overall goal is to steadfastly adhere to the twin priorities of Energy security and green transition.
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.
