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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 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.
Huaneng Power International, Inc.'s (HKG:902) Largest Shareholders Are Private Companies With 53% Ownership, Individual Investors Own 27%
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.
Hong Kong stocks are moving differently | The increase in Electric Power stocks has expanded before noon as the central enterprise Market Cap management opinions have been implemented, and Institutions state that the investment value of dividend Assets ha
Electric Power stocks have seen an increase in gains this morning. As of the time of writing, Huadian Power International Corporation (01071) has risen by 4.53% to 3.92 HKD; CHINA LONGYUAN (00916) has increased by 4.01% to 7 HKD; CHINA RES POWER (00836) has gone up by 2.39% to 19.68 HKD; CHINA POWER (02380) has gained 2.61% to 3.14 HKD; Huaneng Power International, Inc. (00902) has increased by 1.39% to 4.37 HKD.
Huaneng Power International Approves Key Resolutions