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Two departments: The electrical quantity of new energy projects going online will in principle enter the electrical utilities market entirely, with the online electricity price formed through market trading.
The National Development and Reform Commission and the National Energy Administration issued a notice on "Deepening the Market-oriented Reform of New Energy Grid Connection Prices to Promote High-quality Development of New Energy."
National Energy Administration: By the end of December 2024, the cumulative installed generation capacity in the country is approximately 3.35 billion kilowatts, an increase of 14.6% year-on-year.
As of the end of December, the cumulative installed power generation capacity nationwide is approximately 3.35 billion kilowatts, a year-on-year increase of 14.6%.
CITIC SEC: In 2025, the power grid will face intense policy-driven catalysts; it is recommended to invest in the Ultra High Pressure Sector with strong policy synergy.
The bank is Bullish on the fact that grid investment will maintain double-digit growth in 2025, and it is expected that with the implementation of key matters such as the subsequent National Grid annual work conference, the Industry will enter a phase of intensive policy catalysis.
Express News | Sichuan Energy Investment Development Co - Sasac of Spg Shall Contribute Capital to Sichuan Energy Development Group in Amount of RMB15.52 Bln
Express News | Sichuan Energy Investment Development Co Ltd - Further Update on Strategic Restructuring by Controlling Shareholders
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.
102533919 与股共舞 OP : hope it breaks the 217 resistance