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Express News | China Longyuan Power Group Corp Ltd - February Power Generation 6.3 Mln Mwh
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.
Institutions Along With Private Companies Who Hold Considerable Shares InChina Longyuan Power Group Corporation Limited (HKG:916) Come Under Pressure; Lose 3.0% of Holdings Value
Hong Kong stock Concept tracking | Offshore Wind Power is bullish, domestic offshore wind projects continue to advance, Wind Power Equipment companies enter the profit recovery stage (including Concept stocks).
Recently, the Ministry of Natural Resources, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Chinese Academy of Sciences, and the National Energy Administration jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Marine Energy."
[Brokerage Focus] BOCOM INTL maintains Buy rating for CHINA LONGYUAN (00916), expects its profit last year to slightly decline by 1% year-on-year.
Golden Owl Finance | BOCOM INTL's Research Reports indicate that CHINA LONGYUAN (00916) is expected to have an annual profit of about 6.1 billion yuan in 2024, a slight decline of 1% year-on-year. The main reason is a 1% year-on-year drop in wind power generation in 2024, while the company's sale of thermal power project equity will be completed in the third quarter, reducing the profitability of its thermal power business in the second half of the year. The bank believes that investors are currently more concerned about the stability of electricity trading prices and project utilization rates. It is believed that the national notice on the reform of grid-connected electricity and electricity prices has provided a relatively stable range for electricity trading prices, which is now pending actual implementation. Regarding utilization rates, the bank believes that there are still variables depending on this year's wind speed.
