Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
The State Energy Administration further standardizes the behavior of electrical utilities market transactions.
①Each operating entity should comprehensively consider unit fixed costs, fuel costs, energy supply and demand, and other objective conditions to quote compliantly, promoting trade prices that truly and accurately reflect the value of electrical utilities commodities; ②Power generation entities and power consumption entities must not unilaterally agree on trade prices, electricity quantity, and other declared elements through online or offline means between the relevant operating entities on the generation and consumption sides to achieve specific trades in the medium to long term.
There is a surge of major restructurings in central state-owned enterprises, with multiple giant capital operations like State Power Investment Corporation underway.
1. On Friday evening, spic industry-finance holdings and spic yuanda environmental-protection, subsidiaries of State Power Investment Corporation, released restructuring plans. The stocks will resume trading on Monday; 2. Central SOEs continue to make major moves in mergers and acquisitions, which will help accelerate the development of emerging industries and stimulate market vitality.
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.