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UBS Group: Downgrades the Target Price for mainland Electric Power stocks, CGN POWER has been cut to "Sell".
UBS Group published a research report stating that the outlook for mainland Electric Power stocks has turned neutral, as the anticipated fundamentals are expected to weaken considering the following factors: the expected reduction in electricity prices this year is greater than anticipated; and the growth prospects for electricity demand are slowing. The bank has lowered the Target Price for independent power producers by an average of 31%. It has downgraded CGN POWER (01816) from "Buy" to "Sell" and reduced the rating for CHINA RES POWER (00836) from "Buy" to "Neutral." Additionally, it has cut earnings forecasts for 2025 to 2027 by 20% to 24%, which is 12% to 16% lower than market expectations. The report states that, although mainland Electric Power ...
Those Who Invested in China National Nuclear Power (SHSE:601985) Five Years Ago Are up 141%
CITIC SEC: Supply shocks impact Nuclear Power electricity prices; during the downturn, the returns on Nuclear Power Assets remain competitive.
According to historical experience, it is expected that the comprehensive electricity price of Nuclear Power will stabilize in 2026; the returns on Nuclear Power projects have shown strong resilience during historical price decline cycles, and the returns on Nuclear Power Assets can still remain at a high level during downturns.
Sinolink: What drives the revival of Nuclear Power in the domestic and international markets?
The expected position of Nuclear Power in the AI computing power - Electrical Utilities system has improved. The rise and fall of Nuclear Power in the USA's market provides a cautionary example, and the domestic Nuclear Power market access mechanism reflects a certain degree of voltage stability expectations.
Can the giant Uranium mining company make its debut on the market and catch the fast train of AI?
On January 7, during a press conference at Mar-a-Lago in Florida, Trump stated that he did not rule out using economic or military means to acquire Greenland. Regarding why Trump would consider taking Greenland, he consistently tied the matter to the USA's National Security. Subsequently, Mike Waltz, who was about to become the National Security Advisor of the Trump administration, stated that Greenland is important for the USA's National Security, as it concerns critical minerals and natural resources. Public information shows that Greenland is the world's largest island, with abundant mineral resources, including large-scale untapped Oil & Gas resources, rare earth minerals, lithium, nickel, cobalt, manganese, and stone.
Guolian: Computing power and Electrical Utilities rise together, with a high increase in demand for AI power supply equipment.
The large-scale capital expenditure wave of leading Internet Plus-Related companies is diffusing from overseas to domestic markets, and the rapid growth in computing power demand is expected to bring a corresponding increase in Datacenter power.
China National Nuclear Power (SHSE:601985) Ticks All The Boxes When It Comes To Earnings Growth
