No Data
China Securities Co.,Ltd.: The capacity utilization rate in the heavy asset segment of wind power has improved. Pay attention to leading companies in submarine cables, tower tubes, and the main machine and offshore wind Sector.
In 2025, the Industry catalysis will drive the Sector upwards, it is recommended to focus on leading companies in submarine cables and tower tubes, with a strong recommendation for main engines and offshore wind Sectors.
Bank of America Securities: Last year, defensive yields such as thermal and hydroelectric power performed well in the sector, upgrading the rating of HUANENG POWER.
Bank of America Securities released a research report stating that the MSCI China Utilities Industry rose approximately 17% last year, in line with the overall market trend. Among them, defensive yields such as thermal and hydropower performed excellently within the Sector. It is recommended that investors choose defensive stocks this year and add to individual quality Beta stocks during price corrections. Bank of America's selection of defensive Utilities Industry stocks includes HUANENG POWER (00902), HUADIAN POWER (01071), China Yangtze Power (600900.SH), and BEIJING ENT (00392). Quality Beta stocks include CHINA RES GAS (01193) and Zhongtian Technology.
GF SEC: The restrictions on offshore wind have been lifted + high bidding, the wind power Industry may see a bottom reversal and valuation switch in 2025.
Since Q3 of 2024, the constraints on offshore wind have gradually been lifted, and the domestic offshore wind sector is experiencing multiple catalysts, with a promising recovery in industry demand expected; moreover, under the 14th Five-Year Plan, the offshore wind development goals of various provinces and cities are firm, making it bullish on significant increases in offshore wind bidding and installation in 2025, with installed capacity expected to reach 12-15 GW by 2025.
Here's What To Make Of Jiangsu Zhongtian Technology's (SHSE:600522) Decelerating Rates Of Return
Kaiyuan Securities: CPO is one of the evolutionary directions for AI intelligent computing centers in optical interconnection, currently in the early stage of industrialization, with significant development potential.
The development potential of CPO is considerable, but its commercial implementation still requires industrial collaboration.
Jiangsu Zhongtian Technology (600522.SH): First repurchase of 0.049 million company shares.
On December 25, Gelonghui reports that Jiangsu Zhongtian Technology (600522.SH) announced that on December 25, 2024, the company will implement the fifth phase of its share repurchase program through the Exchange trading system. The first repurchase involved 49,000 shares, accounting for 0.0014% of the company's current total share capital. The highest price for the repurchase was 14.80 yuan per share, the lowest price was 14.66 yuan per share, and the total amount paid was 723,400 yuan.
Jiangsu Zhongtian Technology Co., Ltd. (SHSE:600522) Shares Fly 30% But Investors Aren't Buying For Growth
