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Huafu Securities: The scope of green certificates issuance is steadily expanding, and solid waste assets are worth paying attention to.
Zhitong Finance APP learned that Huafu Securities released a research report stating that by expanding the scope of green certificate issuance and optimizing trading rules, renewable energy electrical utilities consumption will be promoted domestically, and newly commissioned hydroelectric projects 23 years later can also be included in the green certificate issuance system. In terms of individual stocks, it is recommended to pay attention to China Yangtze Power (600900.SH) and Guizhou Qianyuan Power (002039.SZ) in the hydropower sector, and it is cautiously recommended to pay attention to SDIC Power Holdings (600886.SH), Huaneng Lancang River Hydropower Inc. (600025.SH), Sichuan Chuantou Energy (600674.SH); for the green electricity sector, it is recommended to pay attention to Three Gorges Energy (600905.SH), and it is cautious.
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
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