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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.
Express News | Datang Intnl Pwr Gen: Renewal of Continuing Connected Transactions
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Hong Kong stocks have moved. Electric power stocks are gaining more in the afternoon as the construction of a national unified electrical utilities market accelerates. The guangdong 25-year electrical utilities trade plan was released.
The electric power stocks saw an expanded gain in the afternoon. As of the time of writing, huadian power international corporation (01071) was up 4.35%, trading at 3.6 Hong Kong dollars; cgn power (01816) was up 3.86%, trading at 2.69 Hong Kong dollars; datang international power generation (00991) was up 2.14%, trading at 1.43 Hong Kong dollars; huaneng power international, inc. (00902) was up 1.74%, trading at 4.1 Hong Kong dollars.
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.
Take Care Before Diving Into The Deep End On Datang International Power Generation Co., Ltd. (HKG:991)
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