Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
A Piece Of The Puzzle Missing From China Datang Corporation Renewable Power Co., Limited's (HKG:1798) Share Price
Hong Kong stock Concept tracking | Offshore Wind Power is bullish, domestic offshore wind projects continue to advance, Wind Power Equipment companies enter the profit recovery stage (including Concept stocks).
Recently, the Ministry of Natural Resources, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Chinese Academy of Sciences, and the National Energy Administration jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Marine Energy."
DATANG RENEW (01798.HK): "22 Tangxin 01" will begin principal and interest repayment on March 2.
On February 24, GELONGHUI reported that DATANG RENEW (01798.HK) announced that the company will start paying the last annual interest and the principal of this bond from March 2, 2024, to March 1, 2025, on March 2, 2025. This bond refers to the company bonds of China Datang Corporation Renewable Power Co., Ltd. issued to professional investors in 2022 (First Phase) (Bond abbreviation: 22 Tangxin 01, Bond code: 185446.SH), the total issuance amount of this bond is 1 billion yuan, with a current balance of 1 billion yuan, and the interest rate of this bond is 2.9.
DATANG RENEW (01798.HK): will begin paying interest on '23 Tangxin Y3' on February 22.
On February 17, Gelonghui reported that DATANG RENEW (01798.HK) announced that the company will start paying interest on the publicly issued perpetual corporate bonds (Phase II, Variety II) of China DATANG Group Renewable Energy Co., Ltd. for professional investors (Bond Short Name: 23 Tang Xin Y3, Bond Code: 138968.SH) from February 22, 2024, to February 21, 2025, on February 22, 2025. The total amount of this bond issuance is 1.9 billion yuan, with a bond interest rate of 3.62%.
China Datang Renewable Power to Begin Payments for 1.3 Billion Yuan Debt on Feb. 21
Daiwa: Among Electric Power stocks, the top choice is coal power, with the most bullish outlook on CHINA POWER (02380).
The latest preference ranking by Yamato prioritizes coal power first, followed by hydropower and Wind Power, with nuclear energy last.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
Selected announcements|HUA HONG SEMI's Q4 sales revenue increased by 18.4% year-on-year; AAC TECH's net income for 2024 is expected to increase by over 130%-145%.
In January, New China Life Insurance's original premium income increased by more than 30% year-on-year; CGN NEW ENERGY generated 1,527.6 gigawatt-hours in January, a decrease of 7.5% year-on-year.
Datang Renewable Power's Power Generation Rises 3% in January
DATANG RENEW (01798) will repay the principal and interest of the third phase of ultra-short-term financing bonds for the year 2024 on February 21.
DATANG RENEW (01798) announced that the company will start paying the third installment for the fiscal year 2024 on February 21, 2025...
DATANG RENEW (01798.HK) completed a generation volume of 3.11 million megawatt-hours in January, an increase of 2.61% year-on-year.
On February 13, Gelonghui reported that DATANG RENEW (01798.HK) announced that in January 2025, the company and its subsidiaries completed a power generation of 3,107,319 MWh according to consolidated financial statements, a year-on-year increase of 2.61% compared to 2024. Among them, the wind power generation was 2,801,130 MWh, a year-on-year increase of 0.42% compared to 2024; photovoltaic power generation was 306,189 MWh, a year-on-year increase of 28.13% compared to 2024.
Express News | China Datang Corp Renewable Power Co Ltd - Power Generation for January 2025 on Consolidated Basis 3.1 Mln Mwh
Tianfeng: The comprehensive new market entry policy is implemented, and the earnings of New energy Fund operators are expected to stabilize.
In the long term, the development trend of the Industry is good, and the valuations of related companies may also be restored.
[Brokerage Focus] Industrial Securities gives DATANG RENEW (01798) an initial Shareholding rating, indicating that its profitability is expected to strengthen and there is room for an increase in the dividend payout ratio.
Jinwu Finance | According to the research report by Industrial Securities, DATANG RENEW (01798) Shareholder is DATANG Group (holding a total of 65.6%), as its core wind power electronics company, it has the option and priority to acquire the Group's green electricity Assets. As of the end of H1 2024, the company has a controlling installed capacity of 15.55 million kilowatts, all of which are green power units, including wind power 13.11 million kilowatts, accounting for 84.3%; during the 14th Five-Year Plan period, the company's focus shifted to optimizing existing Assets, and by the end of H1 2024, the increase in green power units was only 3.33 million kilowatts. According to estimations, the completion rate of the new installed capacity plan for the 14th Five-Year Plan is below 20%, and in recent years, asset expansion has been relatively cautious. This
CITIC SEC: Crude Oil Product prices may reach a turning point in supply and demand relations, with the overall investment safety margin in the Chemical Sector being relatively high.
In 2025, the energy and chemical industries still face significant challenges amidst increasing uncertainty in domestic and foreign policies.
Here's Why China Datang Corporation Renewable Power (HKG:1798) Is Weighed Down By Its Debt Load
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
China Datang Renewable Power Sells 2 Billion Yuan Bonds
DATANG RENEW (01798.HK) issued 2 billion yuan in CSI Enterprise bonds.
On January 13, GuLonghui reported that DATANG RENEW (01798.HK) announced that the company has completed the public issuance of the 2025 renewable corporate bonds (Phase I) and received the funds raised from this issuance as of January 13, 2025. The final issuance scale of the corporate bonds is 2 billion yuan, with a basic term of 3 years, a face value of 100 yuan, and an issuance interest rate of 1.85%. The interest start date is January 13, 2025. The funds raised from this issuance are intended for productive expenditures, including repaying interest-bearing debts, supplementing working capital, project investment, and Operation, in accordance with laws and regulations.