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GTJA: The slowdown in electricity demand presents structural opportunities in sub-segments by grasping the transformation of power positioning.
In January and February 2025, electricity demand slowed down, primarily related to the high base from the same period last year and above-average temperatures; in January and February 2025, the growth rate of wind power accelerated, while the decline in thermal power expanded.
National Energy Administration: In February, the total electricity consumption of the whole society increased by 8.6% year-on-year.
In February, the total electricity consumption of society was 743.4 billion kilowatt-hours, an increase of 8.6% year-on-year.
SICHUAN EN INV (01713.HK) will hold a Board of Directors meeting on March 26 to consider and approve the annual performance.
Gelonghui reported on March 14 that SICHUAN EN INV (01713.HK) announced that a Board of Directors meeting will be held on March 26, 2025 (Wednesday), to consider and approve the company's and its subsidiaries' final performance for the year ending December 31, 2024, and its release, and to consider the distribution of a final dividend (if any).
SICHUAN EN INV: DATE OF BOARD MEETING
The demand for AI applications and overseas has increased, and the orders for grid supporting companies in the first quarter are already "fully booked."
① Power grid supporting companies have sufficient Orders on hand, and some listed companies have successively reported positive earnings forecasts for last year; ② The total scale of domestic power grid investment has increased, and the application of AI along with overseas markets is expected to resonate, likely driving Orders to continue rising this year.
SICHUAN EN INV (01713.HK) plans to sell approximately 49.0% equity in Pingshan Jinpinge.
On February 27, Glonghui announced that SICHUAN EN INV (01713.HK) has signed an Equity Transfer agreement with Jinjiao Real Estate Development, whereby Ping Shan Electric (a wholly owned subsidiary) agrees to sell approximately 49.0% equity of Ping Shan Jin Ping to Jinjiao Real Estate Development for a price of RMB 12,020,572.63. Before the completion of the equity transfer, Ping Shan Electric holds approximately 49.0% equity of Ping Shan Jin Ping. After the completion of the equity transfer, the group will no longer hold any equity in Ping Shan Jin Ping.
102533919 与股共舞 OP : hope it breaks the 217 resistance