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China Merchants: The potential performance elasticity of Guoneng Dadu River exceeds 16%, with installed capacity growth and joint dispatch bringing high growth potential.
Against the backdrop of rapidly growing electricity consumption in the Sichuan-Chongqing region and the continuous increase in the proportion of market-based trades in the local area, the market-based trading price of hydropower in Sichuan is expected to rise.
Hua Chuang Securities: Bullish on the reconstruction of green electricity valuation order, with a preference for offshore wind with higher certainty.
Looking ahead to 2025, Huachuang Securities' core viewpoint is to focus on the rebuilding of the new order, essentially bullish on the repair of the valuation system of undervalued sectors.
China Galaxy Securities: Internal differentiation of 24Q3 fire, water, and nuclear, marginal improvement in green power.
In the third quarter of 24, the year-on-year growth rate of thermal power performance turned negative, while the year-on-year growth rate of hydropower remains at a high level, nuclear power continues to maintain a relatively stable performance, and green power shows marginal improvement.
Citic Securities: Profit improvement in clean energy operation in Q3 24, highlighting the bright spots of thermal power operation.
Under the influence of weak wind conditions and pressure on electricity prices, the revenue of the new energy generation sector only increased by 0.76% year-on-year; the net income attributable to the parent company decreased by 5.79% year-on-year.
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