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Swhy: The growth rate of phase demand slows down, the new production capacity continues to increase, and the profitability of the new energy industry is under overall pressure.
In 2024, the overall growth rate of electric, wind and energy storage is still facing the main constraints of the slowdown in phased demand growth and the continuous increase in new production capacity. The industry's profits are still under pressure, and corresponding funds will flow more to stocks with performance certainty.
GTJA Utilities Q2 Performance Forecast: Thermal Power Profit Differentiation, Hydropower Trending Upward.
Under the equity mapping properties of power reform catalysis and long-term interest rate bonds, industry valuation is expected to improve, and a "shareholding" rating is maintained.
Calculating The Fair Value Of Dongfang Electric Corporation Limited (HKG:1072)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Dongfang Electric fair value estimate is HK$13.15 With HK$11.26 share price, Dongfang Electric appears to be trading close to its estimated f
China International Capital Corporation: With the improvement of AI computing power, the importance of advanced AI server power continues to rise.
Zhītōng Finance App learned that China International Capital Corporation has released research reports indicating that the importance of advanced AI server power continues to rise with the enhancement of AI computing power.
Qingdao East Steel Tower Stock (002545.SZ): Won the bid for the purchase of about 122 million yuan of main steel structures for Phase II, No. 1 and No. 2 shops of Dongfang Electric Corporation.
On July 1st, Gelunhui reported that Dongfang Iron Tower (002545.SZ) announced that recently, Dongfang Electric Corporation's subsidiary, Dongfang Boiler Co., Ltd., announced the winning notice (tender project number: DEC8000Z202407761) on the unified procurement bidding portal of Dongfang Electric Corporation Group. Qingdao East Steel Tower Co., Ltd. was the winning bidder for this tender project, and the total bid amount including tax was about RMB 122 million, accounting for about 3.04% of the company's audited revenue in 2023.
Guolian Securities: Focus on the appreciation opportunities brought about by the acceleration of electricity reform.
With the acceleration of electricity reform, three major directions should be emphasized in the current stage.
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