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Tianfeng Securities: The evolution of the assessment 'guiding stick' guiding central enterprises towards high-quality transformation.
Tianfeng released a research report stating that the State-owned Assets Supervision and Administration Commission proposed that the overall goal management system for central enterprises in 2024 should remain unchanged with 'one profit and five rates', with specific requirements being 'stable profit growth and continuous optimization of the five rates'.
Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.
In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.
Estimating The Intrinsic Value Of China Longyuan Power Group Corporation Limited (HKG:916)
Guozheng International: From January to October, the data on electricity generation maintained a high growth rate. It is suggested to pay attention to china power (02380) and others in the electrical utilities industry.
Guotai Junan International recommends investors to pay attention to China Resources Power (00836), China Power (02380), and China Longyuan (00916).
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
Longyuan Power Issues 1.8 Billion Yuan of 178-Day Bonds
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