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RUIFENG RENEW: Annual Report 2024
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
Track the entire lifecycle of the main Sector.
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
[Brokerage Focus] CITIC SEC: The prosperity of domestic and international offshore wind power is expected to continue to improve, driving an increase in the Industry Chain's shipment volume.
Jinwu Financial News | CITIC SEC expressed that the prosperity of offshore wind power both domestically and internationally is expected to continue to improve, thereby driving an increase in the Industry Chain's shipment volume. Domestically, it is anticipated that the newly added scale of offshore wind power in 2025 will exceed 12GW, with year-on-year growth expected to double. Furthermore, with the initiation of deep-sea offshore wind power projects, medium to long-term stable growth is likely to be secured; internationally, although the new offshore wind capacity in Europe is 2.6GW, a decrease of 30% year-on-year, the number of wind power approvals in Europe for 2024 is 19.9GW, an increase of 46.3% year-on-year, which provides ample reserves for the development of subsequent projects during 2025-2030.
National Energy Administration: In March, the National Energy Administration issued 0.174 billion green certificates, a year-on-year increase of 9.39 times.
In March 2025, a total of 0.118 billion green certificates were traded nationwide, among which 21.87 million were for China Green Electricity Investment Of Tianjin. From January to March 2025, a total of 0.2 billion green certificates were traded nationwide, with 60.44 million of them for China Green Electricity Investment Of Tianjin.