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China Power International Development Sees Growth in Renewable Energy Sales
CHINA POWER (02380) had a consolidated total electricity sales volume of 30.7477 million megawatt-hours in the first quarter, an increase of 2.59% year-on-year.
CHINA POWER (02380) announced that the group's total combined sales of electricity in March 2025 amounted to 1096.1...
Two departments: By the end of 2025, the continuous settlement trial operation of the electrical utilities spot market in the southern region is to be launched.
On April 29, the General Office of the National Development and Reform Commission and the Comprehensive Department of the National Energy Administration issued a notice on comprehensively accelerating the construction of the Electrical Utilities spot market.
[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.
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A nationwide blackout occurred in Spain and Portugal, and CHINA POWER equipment is expected to accelerate its international expansion.
① On April 28, a large-scale power outage occurred in parts of Spain, Portugal, and southern France, affecting millions of people. ② Wanlian Securities pointed out that against the backdrop of energy transition, the Global Wind Power installed capacity is rapidly increasing, coupled with the upgrade of Power Grid Equipment, leading to stable growth in Global power grid construction investment.
