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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).
China Power International Development (HKG:2380) Will Want To Turn Around Its Return Trends
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