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China Galaxy Securities: Performance growth in thermal power and hydropower, New energy Fund entering a new stage of high-quality development.
China Galaxy Securities is Bullish on quality existing projects, focusing on wind power in the installed capacity structure, while also possessing strong cost control capabilities among leading New energy Fund enterprises.
Minsun Securities: The peak season for electricity consumption is approaching, and the fundamentals of the Electrical Utilities Sector are expected to continue to steadily rise.
Minsheng Securities stated that the Electrical Utilities have a characteristic of rigid demand growth, and the peak electricity consumption season will arrive in the second and third quarters. The fundamentals of the Sector are expected to continue to be stable and upward.
Open Source Securities: The supply and demand for Electrical Utilities has shifted to a relaxed state, focusing on stable profit varieties.
Kainuo Securities values the stable profit varieties in the Electrical Utilities Industry and the opportunities for asset injection and restructuring of state-owned enterprises.
[Brokerage Focus] CITIC SEC: Promoting the electrical spot market helps the process of electrical marketization.
Jinwu Financial News | CITIC SEC stated that recently, the General Office of the National Development and Reform Commission and the Comprehensive Department of the National Energy Administration jointly issued the "Notice on Comprehensively Accelerating the Construction of the Electricity Spot Market" (hereinafter referred to as the "Notice"). It focuses on building a nationally unified electricity market based on the requirements of constructing a national unified large market, comprehensively accelerating the construction of the electricity spot market, aiming to achieve full coverage of the electricity spot market by the end of 2025, fully implementing continuous settlement operation, and fully utilizing the spot market's key role in price discovery and supply-demand adjustment for electricity commodities.
Weak Statutory Earnings May Not Tell The Whole Story For Xinchen China Power Holdings (HKG:1148)
Does China Power International Development (HKG:2380) Have A Healthy Balance Sheet?
