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The National Energy Administration: Support private enterprises in investing in Nuclear Power projects.
① The National Energy Administration issued a notice supporting the development of private enterprises in the Energy sector, including investing in energy infrastructure, developing new energy formats and models, and encouraging innovation and transformation. ② The notice states that private enterprises can take equity stakes in Nuclear Power projects, invest in the construction of hydropower, Oil & Gas reserve facilities, and participate in the investment and construction of the "Shagehuang" large base, as well as projects such as solar thermal power generation.
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.
CITIC SEC: Nuclear Power welcomes new project approvals, the Industry Chain continues to benefit.
China's nuclear energy sector continues to develop, and attention should be paid to the core value links of the Industry Chain.
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】Huayuan Securities maintains a "Buy" rating for CGN NEW ENERGY (01811), stating that wind power is the main reason for the company's profit decline.
Jinwu Financial News | Huayuan Securities research points out that in 2024, CGN NEW ENERGY (01811) will achieve revenue of 1.951 billion USD, a year-on-year decline of 11%, with a Net income of 0.248 billion USD, a year-on-year decline of 7.3%. In 2024, the company will distribute a dividend per share of 11.27 Hong Kong cents/share, corresponding to a payout ratio of 25%, which is the same as last year (dividend amount/Net income), with a current dividend yield of 5%. The bank stated that in 2024, domestic coal power/domestic wind power/domestic solar power/South Korea projects will achieve Net incomes of 0.16, 0.228, 0.023, and 0.075 billion USD respectively, year-on-year.
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.
102877280 : opposite OMG