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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.
Sichuan Energy Investment Development to Renew Property Management Services, Other Agreements
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.
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.
Sichuan Energy Investment Development (01713): The Sichuan Provincial People's Government is planning to initiate the strategic restructuring of the Energy Investment Group with Sichuan Investment Group.
Sichuan En Inv (01713) announced that on November 29, 2024, the company received notification from the controlling shareholder, Sichuan Province...
Express News | Sichuan Energy Investment Development - Got Notice From Sichuan Energy Investment
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102533919 与股共舞 OP : hope it breaks the 217 resistance