Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cn19:00 ET

Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference

①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.

cls.cnNov 12, 2024 05:13 ET

Coal sales volume increased in the first three quarters, Beijing Haohua Energy Resource's revenue and net profit both increased year-on-year.|Interpretations

①Beijing Haohua Energy Resource's coal sales volume increased in the first three quarters, with revenue and net profit both growing by over 10% year on year; ②Industry insiders predict that coal prices will fall first and then rise in the future, but the extent of the increase will be limited.

cls.cnOct 28, 2024 10:21 ET

enn natural gas Q3 net income grew steadily by 6.89%, with revenue of 3.1749 million yuan, henry hub natural gas retail sales volume increased by 5.5% year-on-year | Financial report insights

In the third quarter, enn natural gas retail sales volume increased by 5.5% year-on-year, station unloading volume increased by over 70% year-on-year, revenue and net income grew steadily. In 2024, the company is strategically positioning itself in the fields of henry hub natural gas, hydrogen energy, and comprehensive energy utilization, and has achieved phased results.

wallstreetcnOct 25, 2024 08:03 ET

Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations

1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.

cls.cnOct 24, 2024 09:12 ET

Huaibei Mining Holdings' half-year performance decreased by nearly 20% year-on-year. The company will improve its mid-term dividend mechanism in the future. | Interpretations

Due to the decline in coking coal prices, Huaibei Mining Holdings' net income attributable to owners of the parent company in the first half of the year was 2.935 billion yuan, a year-on-year decrease of 18.19%, and coking coal prices may continue to decrease in the third quarter. The company will not distribute interim dividends this year, and will improve the interim dividend mechanism by amending the company's articles of association in the future.

cls.cnAug 29, 2024 11:03 ET