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.
Tianfeng Securities: The evolution of the assessment 'guiding stick' guiding central enterprises towards high-quality transformation.
Tianfeng released a research report stating that the State-owned Assets Supervision and Administration Commission proposed that the overall goal management system for central enterprises in 2024 should remain unchanged with 'one profit and five rates', with specific requirements being 'stable profit growth and continuous optimization of the five rates'.
Xinchen China Power Sets Strategic Agreements
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.
Returns On Capital At China Power International Development (HKG:2380) Have Hit The Brakes
Guozheng International: From January to October, the data on electricity generation maintained a high growth rate. It is suggested to pay attention to china power (02380) and others in the electrical utilities industry.
Guotai Junan International recommends investors to pay attention to China Resources Power (00836), China Power (02380), and China Longyuan (00916).
IDC: In 2023, the market size of big data platforms + application solutions in the China power industry will exceed 1.8 billion yuan
IDC data shows that in 2023, the big data market size in china reached 17.93 billion yuan, a growth of 24.6% compared to 2022.
In the first ten months, china power's electricity sales increased by over 30% year-on-year, and c vocational ed's revenue exceeded 1.2 billion yuan in the last fiscal year | Selected announcements from Hong Kong stocks on November 25.
① China Electric Power's electricity sales increased by more than 30% year-on-year in the first 10 months. How fast was the performance growth rate in October? ② China's vocational education revenue in the last fiscal year exceeded 1.2 billion yuan. How profitable is it?
China Power's Electricity Sales Surge With Renewables Boost
china power (02380.HK) total consolidated electricity sales volume in October was 9.7505 million megawatt hours, up 20.59% year-on-year
Gelonghui reported on November 25 that china power (02380.HK) announced that based on the company's preliminary statistics, the group’s consolidated total electricity sales volume for October 2024 was 9,750,483 megawatt-hours, an increase of 20.59% compared to the same period last year; while the consolidated total electricity sales volume for the first ten months of 2024 was 108,220,668 megawatt-hours, an increase of 30.56% compared to the same period last year.
Express News | China Power International Development - October Combined Total Electricity Sold 9,750,483Mwh
China Logs 15% Rise in Installed Power Generation in January-October
China Power Consumption Rises 4% in October
China Power announced that Chen Pengjun has been appointed as a non-executive director.
China Power (02380) announced that Hu Jiandong and Chen Pengjun have been appointed as non-executive directors of the company, effective from November 18, 2024.
China Power (02380.HK) appointed Hu Jiandong as a non-executive director.
On November 18, Gelonhui announced that Mr. Hu Jiandong and Mr. Chen Pengjun have been appointed as non-executive directors of China Power (02380.HK), effective from November 18, 2024.
China Power Extends Asset-Backed Notes Trust Term
The State Energy Administration further standardizes the behavior of electrical utilities market transactions.
①Each operating entity should comprehensively consider unit fixed costs, fuel costs, energy supply and demand, and other objective conditions to quote compliantly, promoting trade prices that truly and accurately reflect the value of electrical utilities commodities; ②Power generation entities and power consumption entities must not unilaterally agree on trade prices, electricity quantity, and other declared elements through online or offline means between the relevant operating entities on the generation and consumption sides to achieve specific trades in the medium to long term.
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
Xinchen China Power Reveals Updated Board Structure
Xinchen China Power Appoints New Board Chairman
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