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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.
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Here's What To Make Of China Longyuan Power Group's (HKG:916) Decelerating Rates Of Return
Longyuan Electric Power: Longyuan Electric Power - H Shares - 2024 Annual Report
CHINA LONGYUAN: 2024 ANNUAL REPORT
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.
Wind Power stocks surged, JNCEC (00579) rose by 10.6%. Institutions indicated that the development of offshore wind power domestically and internationally will drive an increase in Industry Chain shipments.
Jingwu Financial News | Wind Power stocks rose broadly, JNCEC (00579) increased by 10.6%, Goldwind Science& Technology (02208) increased by 2.91%, CHINA LONGYUAN (00916) increased by 2.07%, C TRANSMISSION (00658) and CONCORD NE (00182) both rose by more than 1%, and DATANG RENEW (01798) rose by less than 1%. CITIC SEC indicated that the prosperity of offshore wind power both domestically and internationally is expected to continue to improve, driving an increase in the Industry Chain's shipment volume. Domestically, the scale of newly added offshore wind power in 2025 is expected to exceed 12 GW, with a potential doubling of year-on-year growth, and as deep-sea.
