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Northbound funds sold a net of 178.3 billion yuan worth of A-shares, and contrarily increased their holdings of China Yangtze Power, Longi Green Energy Technology, Haier SmartHome, and Moutai by more than 0.2 billion yuan each.
Northbound funds sold a net amount of 178.3 billion yuan of A shares today. Among them, Wuliangye Yibin, Contemporary Amperex Technology, and BYD Company Limited were net sold for 41.4 billion yuan, 40.9 billion yuan, and 34.1 billion yuan respectively. China Yangtze Power, Longi Green Energy Technology, Haier Smarthome, and Kweichow Moutai were net bought for 26.3 billion yuan, 25.4 billion yuan, 24.7 billion yuan, and 24.3 billion yuan respectively.
GF sec: High head and high flow strategy, joint scheduling time is coming.
The high head strategy will increase the power generation per ton of water under high head, improve the power generation efficiency, and enhance energy storage. The target of flood season for the hydropower station is to store water to the normal level, requiring less water storage under high water level, which indirectly increases the power generation, and storing water to full capacity will provide assurance for joint scheduling in the next year.
UBS Group: Raises target price for most mainland power stocks, with first preference for CGN Power (01816) and China Res Power (00836).
UBS Group believes that the fundamentals of China power producers are strong, mainly due to the growth of structural power demand and the fact that only a portion of the potential residential electricity price increases are reflected in stock prices.
China Yangtze Power's Output Rises 17% in H1
China Yangtze Power's (SHA:600900) six cascade power stations generated 120.6 billion kilowatt-hours in the first half of the year, up 16.9% from a year ago, according to a filing on the Shanghai bour
Express News | China Yangtze Power Co Ltd - H1 Power Generation About 120.6 Bln Kwh, up 16.9% Y/Y
China Yangtze Power (600900.SH): The total power generated by six domestic cascade power stations in the first half of the year was about 1206.18 billion kWh, an increase of 16.86% year-on-year.
On July 4th, GeLongHui reported that according to the preliminary statistics of the company, in the first half of 2024, the total amount of water supplied by WuDongDe Reservoir was approximately 36.66 billion cubic meters, which was 11.40% higher than the same period last year; the total amount of water supplied by the Three Gorges Reservoir was approximately 147.941 billion cubic meters, which was 19.67% higher than the same period last year. In the first half of 2024, the total electricity generation of the company's six cascade power stations in China was approximately 120.618 billion kilowatt hours, an increase of 16.86% compared to the same period last year. Among them, the total electricity generation of the company's six cascade power stations in China in the second quarter of 2024 was approximately 678.7.
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