Taking advantage of negative electricity prices! A major transformation is happening in the global electrical utilities market...
①Nowadays, when some consumers use electricity, they often can also earn money; ②During most of this spring and summer, Dutch resident Jeroen van Diesen has been 'rewarded' by using electricity.
National Energy Administration: By the end of August, the national cumulative installed capacity of electricity generation increased by 14.0% year-on-year.
As of the end of August, the national cumulative installed electricity generation capacity is about 3.13 billion kilowatts, an increase of 14.0% year-on-year. Among them, cecep solar energy installed capacity is about 0.75 billion kilowatts, an increase of 48.8% year-on-year; wind power installed capacity is about 0.47 billion kilowatts, an increase of 19.9% year-on-year.
Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
Global restarts and domestic acceleration could bring billions of dollars in investment and the nuclear power industry chain is expected to benefit in the long term.
Under the high prosperity of the global nuclear power restart, China National Nuclear Power is catching up. Recently, 5 nuclear power projects with a total of 11 units were approved at one time, with an expected total investment of 200 billion yuan. In addition to CGN Power and China National Nuclear Power, industry chain enterprises such as Rongfa Nuclear Equipment, Harbin Electric Corporation Jiamusi Electric Machine, and Sufa Technology Industry are also benefiting from the high-prosperity industry.
Sustainability Column: How is the Chinese market for geothermal power generation, which Buffett is interested in?
The electric energy hidden underground is becoming a clean resource mine in the eyes of technology giants and conglomerates.
Changjiang Securities: nuclear power examination and approval to accelerate the judgment of the realization of power and coal management and control has been strengthened by the policy
Zhitong Financial APP learned that Changjiang Securities issued a research report saying that the executive meeting of the State Council proposed to fully release advanced coal production capacity, guide coal prices to operate within a reasonable range, and approve three new nuclear power unit projects that have been comprehensively evaluated and reviewed and incorporated into national planning. The expectation of accelerated approval of nuclear power projects has been fulfilled, and the relevant listed companies are expected to take the lead to benefit from the positive development of the industry; the market and planning are two sets of means in parallel, it is expected to jointly promote coal prices to return to the rational level in the two aspects of coal supply and demand and price guidance, and is optimistic about the marginal improvement of thermal power profitability. Event: on April 20, the executive meeting of the State Council decided on energy.