No Data
[Brokerage Focus] Guotai HAITONG SEC: The understanding of the Electrical Utilities market among companies and investors will change in 2025-2026.
Jinwu Financial News | Guotai HAITONG SEC states that in 2025-2026, both power companies and investors will change their understanding of the electrical utilities market. Currently, the further north you go, the better the coal power generation price: the higher the proportion of new energy, the scarcity of coal power generation is evident. At the same time, this year's annual long-term contract prices in the south have also put pressure on coal power generation there, as power plants shift from pursuing quantity to focusing on price and efficiency, and recently, spot electricity prices in the south have started to rise. It is believed that the possibility of northern electricity prices bottoming out is already quite high, while regional disparities in the south still exist. In the future, we may witness two historic firsts: 1. Rising spot electricity prices in 2025, 2. Increased annual long-term contracts in 2026.
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.
DATANG RENEW: 2024 ANNUAL REPORT
DATANG RENEW (01798): "22 DATANG RENEW MTN001" will pay interest on May 19.
DATANG RENEW (01798) announced that the first phase of its medium-term notes for the year 2022 will be due in May 2025...
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.
China Datang Corporation Renewable Power's (HKG:1798) Earnings Growth Rate Lags the 13% CAGR Delivered to Shareholders
