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Lixiaoxing, Silver Fund's heavy stock changes significantly in the second quarter, increasing military industry, electronics, green energy, etc.
The second quarterly report of the Silverflower Heartwarming Fund managed by well-known fund manager Li Xiaoxing shows that as of the end of the second quarter of 2024, the fund's stock position was 92.39%, a decrease of 1.41 percentage points from the end of the first quarter.
Express News | China Three Gorges Renewables Says Board Elects Zhu Chengjun as Chairman
Three Gorges Energy (600905.SH): Electing Zhu Chengjun as the company's director.
On July 18th, Guolonghui announced that Three Gorges Energy (600905.SH) held its 25th board meeting of the second session on July 18, 2024, and elected Mr. Zhu Chengjun as the chairman of the board of directors and the chairman of the board's strategic and sustainable development committee, and he will serve as the legal representative of the company in accordance with the company's articles of association from the date of the approval of this board meeting until the expiration of the term of the second board of directors.
In the first quarter, the scale of the company's under-construction projects exceeded 10 million kilowatts for Three Gorges Energy (600905.SH).
On July 16th, Gelunhui reported that China Three Gorges Energy (600905.SH) disclosed an investor relations activity record, showing that the company's under-construction projects will reach a scale of over ten million kilowatts in the first quarter of 2024. During the "14th Five-Year Plan" period, the company strives to add an average of no less than 5 million kilowatts of installed capacity every year.
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.
In the first half of the year, the total cumulative power generation of Three Gorges Energy (600905.SH) was 36.118 billion kilowatt-hours, a year-on-year increase of 28.58%.
On July 5th, GeLongHui reported that according to preliminary statistics, as of June 30, 2024, the total power generation of the company in the second quarter of 2024 was 18.383 billion kilowatt hours, an increase of 28.47% compared to the same period last year. Among them, wind power generated a total of 11.038 billion kilowatt hours, an increase of 7.71% compared to the same period last year (onshore wind power generated 7.703 billion kilowatt hours, an increase of 3.52% compared to the same period last year, and offshore wind power generated 3.335 billion kilowatt hours, an increase of 18.81% compared to the same period last year); cecep solar energy generated 70.9 kilowatt hours.